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Page Revision: Thu, 28 Jul 2011 12:19

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

Default Menu Location¶

Maintain >> System >> Email Templates

Email Template - Click for full size

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