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It sends an email (from a template) that includes the URL, username, and password to the client.
Kudos on that, one less step for us. We already had a email template that looks almost identical. I tried to generate credentials for a new user and I still had to come up with a random password before i could send the email. Is there a way to have CommitCRM create a random password and send that to them? I know we have to enter the persons name and email address at a minimum. Once we make up a password and hit save, it only saves us the step of sending the password to them. Which for us was only a click on the email template we already had. What would save us time is, enter persons name + email, and hit send! |