In SuperCRM, you can contact a person and send a direct link to their account balance.
Adding the Account Balance link in a contact
1. Set your filter to show who you want to contact. Click here to find out how to create a filter.
2. Click the Contact button.
3. Select Send Email to write an email to include the account balance link.
4. On the email preview screen, click the merge field option identified below. Enter the text you wish to send in your email to the select people. Clicking the merge field will also allow you to select First Name to which you can use to personalise the email.
5. In the email preview, select the location you want the link to be placed. You can move this link after you have added it if you change your mind. From the merge field option, select Account Balance to add a link.
6. The link for the account balance will show as {{Account Balance}}.
7. Click Review and Send.
8. A confirmation email will be displayed. Click Send.
9. An email like the one below will be received by those you had selected. The person will be able to click the View account balance link and be taken directly to their account within Sporty to see their balance. They can make a payment if they wish.