🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

See 6000
Reviews
Back to list of articles

Use Case

CRM Update: Contact Shortcodes Added to Emails

CRM Update: Contact Shortcodes Added to Emails
1 Min

New contact shortcodes make your mass emails look like personalized messages. If a family account includes two contacts—husband Bob and wife Mary—they both get personalized greetings.

Read more
Previous article Next article

Use Case

CRM Update: Contact Shortcodes Added to Emails

New contact shortcodes make your mass emails look like personalized messages. If a family account includes two contacts—husband Bob and wife Mary—they both get personalized greetings.

You might also like

Use case
What’s New: Daily Webinars and More
What’s New: Daily Webinars and More
  • What's new
1 Min
Use case
Using Electronic Signatures in TaxDome
Using Electronic Signatures in TaxDome
  • Documents
1 Min
Use case
What’s New: Document History, Accounts for Organizations and More
What’s New: Document History, Accounts for Organizations and More
  • What's new
1 Min
Use case
January 2023 Update
January 2023 Update
  • What's new
1 Min

Privacy settings

This website uses cookies and similar technologies to ensure you get the best experience on our website. By proceeding, you agree with our cookie policy.