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Delete Smart Field in the Corporate Guarantee

Delete Smart Field in the Corporate Guarantee

Aug 6th, 2022

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How to Delete Smart Field in the Corporate Guarantee

5 out of 5

20 votes

a smart field is a special code that acts as a placeholder for information we have over 50 different smart Fields available to use allowing you to autofill details about clients projects invoices and more if you insert a smart field into a form or canned email and then add the template to an actual clients project the special code gets replaced with the appropriate information from the project making it easy to quickly personalize details in your client communication you can add smart fields to a text box on a form template in a canned email template or in a draft email simply click on the smart field button in the lower left corner to access the different smart field categories locate the appropriate smart field category then click to add the special code to your text project smart fields are related to the project youre working on like project title or project date client smart fields are related to the clients profile like their name or address invoice smart Fields pull info from

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