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Page History: Email Template

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Page Revision: Fri, 17 Jul 2009 10:40



Default Menu Location

Maintain >> System >> Email Template

Click here for a screenshot

General 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.

Fields/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: Template options- Organization, Contact, Task

Data Source: Data source options where the data is stored

Field Name: A list of Field Names provided to use in the template


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