Program Navigation: Simplicity > toolbar Frame > Master Data > CRM Templates > Email template
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Navigation: The User Interface > What is in Simplicity > Main Menu > Master Data > CRM Template > Program Navigation: Simplicity > toolbar Frame > Master Data > CRM Templates > Email template |
oThe email template is a pre-formatted record that allows the user to add data fields to set up a custom communication CRM record in Simplicity.
oThe email template also contains merge fields that can be inserted to incorporate a client's data that is saved in the Simplicity database.
This is an example of the Email Template browse
This is an example of the Email Template form
The following features cab be found on the email CRM template form:
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·Description: oAllows the user to insert a name for the email template.
oAllows the user to make any formatting changes to the email script.
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oAllows the user to insert a specific database field into the body of the email script as a merge field. |
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