Page History: Email Template
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Page Revision: Tue, 09 Jun 2009 14:17
Default Menu Location
Maintain >> Address Book >> Email Template
Click here for a screenshotGeneral Description
The Email Template screen allows you to set up boiler plate emails that are sent through Adjutant.
Email Templates that are Organization or Contact types can be used in the CRM module.
Task type Email Templates are typically auto-generated email alerts attached to Tasks.
Template Filters
Template Name: The name of the template.
Subject: The Subject name.
From Address: The email address of the person who is sending the template.
Template Type: Select one of the template types from the menu options-
Organization, Contact, Task.
Data Source: Select one of the data sources from the menu options where the data is stored.
Field Name: Select one of the fields from the list provided to use in the template.
