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Email Template Type
To create or edit an email template type please follow the below steps.
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Select the + sign to create a new template
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and The creation screen will appear
Enter data against all Mandatory fields marked with a *
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From Email ID (Mandatory)
This field is required to nominate the email ID in from which the email will be sent from. If you need to apply a different email ID from the options shown please access the Define Emails section in masters.
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This field is used to nominate the user type to receive this email. This is mandatory as it will set where the email template will appear in the system dependant depending on the type of user you are trying to contact.
For example, it will not show recruitment email templates for contacting your clients.
Status (Mandatory)
If the status is set to active activate the template will appear in the system for use, if set to inactive it will not appear.
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Access Masters > Main Masters > Email Template Type
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Select the Pencil icon next to the template you wish to update.
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The editor screen will appear.
Once you have updated the all fields click on the green tick to save.
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Email Template Details
To Create New Email Details
Access Masters > Main Masters > Email Template Details
Scroll down and select “Add New Email Template”
Complete and fill in the body and Save
To Edit new Details
Access Masters > Main Masters > Email Template Details
Select which email you want to update and scroll down and click “Edit Email Template”
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Update Email Template as required and click save
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