1.To create a new template, go to Email > Email Templates.
1.Click Add.
2.Enter a template name to describe this template, and also add the subject which will be used in each email that is created with this template.
3.Add above and below {{Body}} any text and macros to be automatically included in each email.
4.Using the Text tab, format the font, however standard fonts to use can be set up in Email Options.
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The Subject line can include macros, as shown in this example: Auto response for Ticket#{{Job.JobNo}}.
{{Body}} allows for the inclusion of comments when emailing, ie. entering extra information. |
On the ribbon, go to Email > Editor Rules. In the Default Template field, select the first template to be used. In the Source field, select the applicable email source (Email New, Email Reply, etc.)
Click Save. |
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An email template can be copied (much like the Create Similar function), then edited to alter the information to suit.
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Further information
Create a Default Email Template