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Maintaining email templates

You can use email templates for emails that:

You can define:

Opening the Edit Email Template window

Edit Email Template window - key fields and buttons

All Template Messages grid area fields

Field

Description

Seq

Unique identifier of the email template.

Name

Name of the email template.

Description

Description of the email template.

MessageType

Message type of the email template, either:

  • Plain text
  • HTML.

MessageSubject

Subject line for the message template.

Note: The subject line can be edited in each email.

Fields

The fields are identical to the All Template Messages grid area fields. Details for the template selected from the grid area is displayed.

Buttons

Field

Description

Add button

Create a new email template.

Delete button

Delete the selected email template.

Save button

Save any changes you have made to the email template.

Load HTML File button

Load an HTML file into the body of the email template.

Use System Signature button (Edit email signature)

Load the default system signature. See DefaultSignature configuration setting.

Last modified: 23/09/2014 1:15:33 PM

See Also

Using the Send Email(s) window

Email Authentication window

Using merge fields in emails and SMS messages

Maintaining email signatures

Attaching files to emails

Sending emails from a grid

Sending an email on behalf of another staff member

© 2015 Synergetic Management Systems. Published 6 May 2015.

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