Creating a task template for sending emails to contacts

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The task of communicating with the client by mail can be created manually. This is done through the client card by clicking on the Write - To Mail button:


The task creation form will open. Here it's essential to specify the correct template so that the task contains the necessary fields - this is the Dialogue with client template:


This template isn't the default one. It must be specified in the settings for working with emails:

  • Switch to the Basic workspace:


  • Follow Account ManagementEmailNotifications for external contacts:


  • Specify the Dialogue with client template in the task template to send messages to the contact's email:


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