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Templates: Difference between revisions
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[[File:Save Icon .png]] | [[File:Save Icon .png]] | ||
== Email Templates - How to change my default templates? == | |||
1) Go to Settings - Communication Setup - [[Email Templates]] | |||
[[File:Email Templates.png]] | |||
2) Click the View Default Templates button | |||
[[File:Email Templates 5.png]] | |||
3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick from another template. Click save and close to confirm this change. | |||
[[File:Email Templates 6.png]] | |||
== Email Templates - How to edit an existing template? == | |||
1) Go to Settings - Communication Setup - Email Templates | |||
[[File:Email Templates.png]] | |||
2) Click the edit icon | |||
[[File:Email Templates 7.png]] | |||
3) You can edit any pre-existing text that is in the template on this screen. You can also add merge fields in from the right hand side, and change the template name at the top. | |||
[[File:Email Templates 8.png|1177x1177px]] | |||
4) Once you are finished, click the save icon | |||
[[File:SaveIcon.png]] | |||
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