Email Properties

Please click on the image below to access the Email Properties Training Guide.

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• Related Articles

• Email Types Keyword Lists

  Please click on the image below to access the Helpsheet for Email Types Keyword Lists.

• Creating a User Report to Verify Clients with Email

  Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email.

• Properties - Estimated Annual Expenditure (EAE)

  This article is part of the Properties section. Find all related articles here: Properties The Estimated Annual Expenditure (EAE) is an amount that can be set on the properties in CPL. You’ll need to fill in the EAE for direct debits to be calculated ...

• Go Cardless - Creating and Cancelling Direct Debit Mandates

  This article is part of the Go Cardless section. Find all related articles here: Go Cardless General The Bank Details in the lower part of the direct debit screen are irrelevant if you’re using a Go Cardless direct debit as the bank details are not ...

• Notifications in CPL

  Please click on the image below to access the Helpsheet for Notifications in CPL.