- Help Center
- CountingWorks PRO 3.0
- Newsletters
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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
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CW Employees
How do I edit the newsletter?
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- To edit the newsletter go to newsletter in the CountingWorks PRO menu. Next, click on the small arrow to the rightmost part of the page.
- In there, you will see a list of newsletters. On the right side of the titles is a small pen icon that says edit. Click that and then you should be able to edit the content.
- You can set the date or send a test to preview the newsletter.
- Lastly, don't forget to click Save at the bottom.