Difference between revisions of "Custom Email Bodies"

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Let’s you set up an email template bodies and will auto fill when email out of SME.
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This function allows the option to set up an email template but will not work with Mapi.
  
  

Revision as of 17:59, 30 June 2017

This function allows the option to set up an email template but will not work with Mapi.


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
Custom Email Selection.png
4. Add your text
5. Pick the table you wish to pull fields from for the email body
Custom Email Pick List.png
6. Click on a field name and drag the field to the email body
Custom Email Body.png
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
Custom Email Template.png
3.The template is used in the body.
Custom Email Example.png
4.The email looks like this:
Custom Email Emailed.png