Main Master - Email Templates
- Georgina Ganson
Email Template Type
To create or edit an email template type please follow the below steps.
To create a new template
Access Masters > Main Masters > Email Template Type
Select the + sign to create a new template and The creation screen will appear
Enter data against all Mandatory fields marked with a *
Template Name (Mandatory)
This field is where you nominate the name of the template to appear for internal users.
Office (Optional)
You can nominate an office to create and set up different emails if you have specific changes for different office locations.
From Email ID (Mandatory)
This field is required to nominate the email ID 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.
User Type (Mandatory)
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 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 activate the template will appear in the system for use, if set to inactive it will not appear.
To edit a template
Access Masters > Main Masters > Email Template Type
Select the Pencil icon next to the template you wish to update.
The editor screen will appear.
Once you have updated all fields click on the green tick to save.
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”
Update Email Template as required and click save
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