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Page Revision: Wed, 08 Apr 2009 10:28

Table of Contents [Hide/Show] Default Menu Location General Description Template Filters

Default Menu Location¶

Maintain >> Address Book >> Email Template

Click here for a screenshot

General Description¶

Email Templates are messages which are sent internally throughout the company to all the departments and all personnel that are essential in completing a task. For instance, someone enters a project into the ADJUTANT, the information will be sent to all the resources that are required in completing the task. The templates can also be setup to send to the customers.

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.