New Enhancement: Quick Email Editor

New Enhancement: Quick Email Editor

Your favorite Merchant Services CRM has just been updated with an improved email editor.


We added a few new features, starting with the built-in spell checker.


Words spelled incorrectly are now highlighted with a red underline. To fix the spelling simply right-click on the word and select from one of the offered alternatives:



Next, you can now use the Insert Fields button to insert the field placeholders (such as DBA, Phone, Contact Name, etc) into your email.

The placeholders are automatically replaced with the actual field values as the email gets sent out:



When you click on the Insert Fields button a popup window appears which allows you to search for and select desired placeholders:



You can even insert placeholders while typing your text. Simply enter an opening curly brace (‘{‘) and start typing the name of your placeholder.

The matching placeholders are now automatically shown in a dropdown list from where you can select the desired placeholder:



Finally, we have also made it easier for you to open the email editor.

In addition to clicking on the Edit button, you can now also simply click anywhere in the message body and the email will switch to the edit mode automatically:



While you’re in the edit mode you can insert images in your email by copy/pasting or several other methods.

More info: Adding Images To Emails


Learn more about the other cool email features in our article on Sending Emails.


We hope you enjoy using the new improvements.


Stay tuned for more new features and updates coming soon!


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