You create templates to simplify creating outbound emails, on creating an email, note, SMS or phone call from within Timeline an option exists on each to select “Use a template” a modal will appear with a selection list.

Preset instruction list is a list of preset prompts that will appear in activities where an email where you select “Let Kali help you create your email” to assist in creating the email. Those with manager access can add additional presets in the Administration-> Region select Edit and scroll to…

Portal credentials email body of the email is created using the WYZYWYG adding corporate livery. People to notify on Direct Debit activation is a list of comma delimited users who will be notified if a client within the portal session cancels a current standing Direct Debit.

Clients that are using the Kuhlekt client onboarding automation define the communications that their clients would receive on being approved and created in the client ERP. The onboarding application is capable of being suspended and returned to later via an email sent from the system. Onboarding manager is the manager…

The keywords used for ‘Legal appointments’ are setup in this section.