Add Email Template Record

Add an Email Template Record

Modules>CRM>Overview>Customer Request Setup>Email Template

To add an Email Template, use the following steps:

1. Go to Modules>CRM>Overview>Customer Request Setup>Email Template child form.
2. Click the Add icon to open the Add - Correspondence Template form.
3. Complete the fields on the form to specify the kind of email to send.
4. Enter the html code for the body of the email template in the html body field. This field should contain any images and list fields to use in the email.
5. Use the text body field to enter an alternative text version of the email, to be used if the receiver does not allow html emails through their mail server.
6. Enter alternative email addresses to use when the email is sent.
7. Click Save to save your changes.

To Delete a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to delete and click the Delete  button.
2. You will receive a warning message. Click OK to delete the record from the child form.

Note: After a drop-down list item is used, you cannot permanently delete it. However, you can hide the record from the list by disabling it. To disable the record, check the hide/disable record? check box.

To Hide/Disable a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to hide and click the Edit button.
2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you must add it.