Difference between revisions of "Custom Email Bodies"
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| − | + | This function allows the option to set up an email template but will not work with Mapi email settings. | |
Latest revision as of 18:00, 30 June 2017
This function allows the option to set up an email template but will not work with Mapi email settings.
Template Setup:
Located under Utilities > Custom > Custom Email Bodies
1. Pick the module
2. Name the template
3. Check Where you wish to use it
4. Add your text
5. Pick the table you wish to pull fields from for the email body
6. Click on a field name and drag the field to the email body
7. Post the changes (You can modify at any time).
To Use:
1.Go to the module
2.Pick your template on top right near Print/Email
3.The template is used in the body.
4.The email looks like this:
