EMAIL TEMPLATE

Create

You can create your Email Template by following the given steps:

STEP-1: Click on Activity -> Email Template then click on Context menu -> Actions -> New Email Template. Email Template form will appear.

STEP-2: Fill Email Template Details.

STEP-3: Add Attachments by selecting files and then click on Upload button. You will get success message if your file is uploaded successfully.

STEP-4: Click on assignment tab and assign Email Template to User or team by selecting single or multiple entries from the list.

STEP-5: Click on Save button.

List

STEP-1: Click on Activity -> Email Template. The list of Email Templates will display.

Edit

You can edit Email Template by following the given steps:

STEP-1: Select the Email Template that you want to edit. Right click on it and select Edit Email Template.

STEP-2: Edit the details and click on Save button.