Query Emails

Set the wording of the email clients receive when queries are sent to them.

Query Emails sets the wording of the email a client receives when queries are sent. Several queries sent together arrive as one email with a single link. The questions themselves are never written into the email.

Field	Limit	What it is
Subject line	120 characters	The email subject. Type {count} for the number of queries and {client}’s name.
Opening line	600 characters	The first sentence of the email. Clear it to leave it out.
Sign-off	300 characters	The closing line under the link button. Clear it to leave it out.

Until you type your own wording, each field shows Using Zato’s wording and the grey default text is sent. Anyone sending queries can still add a personal message to a single send.

1. Go to Firm Settings, then Configurations, then the Query Emails tab.

2. Edit the Subject line, Opening line and Sign-off.

3. Select Save wording. Emails sent from then on use the new wording.

How to access: Firm Settings, then Configurations, then Query Emails.

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