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Page Revision: Thu, 28 Jul 2011 12:22
General Description
Default Menu Location Maintain >> System >> Email Templates
Screen Name ETEMPLATE
 Email Template - Click for full size |
Function 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, TaskData Source: Data source options where the data is stored
Field Name: A list of Field Names provided to use in the template
