In this section, the following topics are discussed:      

 

➢Configuration for retrieving Corporate Emails:  

➢Configuring for Individual Email Address

➢Create Email Templates

➢Set default Templates

➢System Templates

➢Sending single email from template

➢My E-mail

➢Send Single Email using My email form or directly to a customer

➢Send Broadcast Email from template

➢Send Broadcast Email without template

➢Link email to a customer

➢View failed E-mails

 

Other E-mail related topics:

➢E-mail Invoice or Estimate

➢E-mail on Communication form

 

Warning:

The templates found under System Template will be replaced or updated during future upgrade. When using these templates, please create your own with a different name.

 

There are 2 ways to make your own template.

1. Rename Option:

➢ Simply right click on the template that you would like to customize and rename it to something else. For example, if the template is called Daily Alerts, you can rename it to My Daily Alert.

2. Copy the template:

➢Create a new folder or point to an existing folder.

➢Click new to create a new Template which will open a blank form.

➢Navigate to the System Template and open the desired template.

➢Press Ctrl+A to select all, Ctrl+C to copy

➢Close the system template.

➢Switch to your empty template and press Ctrl+V to paste it.

➢Click the Save button.

➢Select the Folder, give your template a name.

➢Follow the instruction to assign this newly created template to your Lab.