Email Templates are predefined email layouts used to quickly send personalized emails. You can edit the system-generated templates and create new templates in Settings/System/Email Templates.
1. Select one of the eight email template tabs then click the plus sign to add a new Email Template.
2. Give the template a Name and Description to identify which template to use when composing your email.
3. Select a Record Type that indicates where the email template can be used within the system.
Example: By choosing Order, the template can be sent from Sales/Orders.
Note: Once you click Save and Continue, the record type is finalized and cannot be changed.
4. You can choose a Default Attachment from a list of existing documents and add a File Name.
Example: If you create an Order Email Template, you may want to attach a pre-configured Invoice Document to send customers a PDF of their order information.
5. If you have multiple Locations, you can limit who receives an email template by specific location and company.
Note: If you would like to add more locations, contact [email protected] to discuss upgrade options.
6. Click Save and Continue to finish.