If you are using the blue button(s) shown below to send a customer a CV form, LOA form, or other customer form to fill out: 



...and you want to customize what the text message and email to the customer will say for each specific customer form, follow these steps: 


Login to the Admin portal (back end) of your instance, Click on Menu>hidden. 


Select the menu item that corresponds to the form with the text message/email you wish to edit. In the Details tab of that menu item, find the 'Notes' field (lower right corner of screen), and enter the body of the text/email you wish to be sent to the customer along with the form (if no text is entered here, the text/email sent to the customer will be the standard customer form verbage): 



Save and Close. 



For further questions, please contact FastGem support at (504) 383-0602 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.


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