Email Template

Email Template

Setup > Customization > Email Template



Email Templates allows you the create predefined emails with place holders.
Email templates can be used in notifications and when emailing report to customers. 












Create Email Template

To create a new Email Template by selecting Add.



Template Name: Unique name for the email template.
Template Type: Select one of the email template types. This will determine the place holders and where the template will be available. 
Input Box: Enter the email template using the formatting tools. 
Place Holders: Place holders are placed between brackets { }. Before the email is created the place holder will be replaced with actual values.
      e.g. When creating a email template for quotes the {QuoteNumber} place holder will be replaced with the quote number of the quote that is being sent.

Note : To add place holders use the "Select..." dropdown option from the formatting menu.


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