Email
How to set documents to be sent with the welcome email as attachments
During customer creation( either from portal or fusion), when a customer selects the trading category, they can receive an email as per the email template selected with the documents attached. This document will be illustrating the steps on how to ...
How to set welcome email templates
When a customer is created in the platform, either by registering themselves on the portal , or if they are created in Fusion by finance company users, they CAN receive: a registration email which should contain content the explains how and where ...
Create an email - personal customer
Finance company users can send emails to customers directly from within a customer record within Clearmatch Fusion. The email will be sent using the available email templates based on the email configurations defined and the correct data points ...