Skip to main content

Send email & SMS via the client card

How to send an email or SMS message to the client via the client card

Natalie Fearn avatar
Written by Natalie Fearn
Updated over 3 weeks ago

In Collums, you can now email or send an SMS message to your clients in the client card.

  1. Navigate to the client card and select the 'Actions' button next to the clients name

  2. Select either 'Send email' or 'Send SMS'

  3. Choose the subject and customise the body of the email

  4. Optional: Add in another email in the 'CC' section, choose a form you would like to send with the email

Tip: You can customise your email templates making it quick and easy to draft emails!

Did this answer your question?