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Templates: Difference between revisions
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[[File:SMS templates 3.png]] | [[File:SMS templates 3.png]] | ||
SMS Templates - How to edit an existing template? | === <u><big>SMS Templates - How to edit an existing template?</big></u> === | ||
1) Go to Settings - Communication Setup - SMS Templates | 1) Go to Settings - Communication Setup - SMS Templates | ||
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=Email Templates= | =Email Templates= | ||
==Email Templates - How to setup Email templates?== | === <big><u>Email Templates - How to setup Email templates?</u></big> === | ||
1) Go to Settings - Communication Setup - Email Templates | 1) Go to Settings - Communication Setup - Email Templates | ||
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[[File:Save Icon .png]] | [[File:Save Icon .png]] | ||
==Email Templates - How to change my default templates?== | === '''<u>Email Templates - How to change my default templates?</u>''' === | ||
1) Go to Settings - Communication Setup - [[Email Templates]] | 1) Go to Settings - Communication Setup - [[Email Templates]] | ||
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[[File:Email Templates 6.png]] | [[File:Email Templates 6.png]] | ||
==Email Templates - How to edit an existing template?== | === <u><big>Email Templates - How to edit an existing template?</big></u> === | ||
1) Go to Settings - Communication Setup - Email Templates | 1) Go to Settings - Communication Setup - Email Templates | ||
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=Letter Templates= | =Letter Templates= | ||
==Letter Templates - How to setup letter templates?== | === <u><big>Letter Templates - How to setup letter templates?</big></u> === | ||
1) Go to Settings - Communication Setup - [[Letter Templates]] | 1) Go to Settings - Communication Setup - [[Letter Templates]] | ||
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6) Once finished, click file and save as. Close Word, when you are back in pearl you will notice your new template is saved into the list. | 6) Once finished, click file and save as. Close Word, when you are back in pearl you will notice your new template is saved into the list. | ||
==Letter Templates - How to change my default templates?== | === <u><big>Letter Templates - How to change my default templates?</big></u> === | ||
1) Go to Settings - Communication Setup - Letter Templates | 1) Go to Settings - Communication Setup - Letter Templates | ||
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[[File:Letter Templates 4.png]] | [[File:Letter Templates 4.png]] | ||
==Letter Templates - How to edit an existing template?== | === <u><big>Letter Templates - How to edit an existing template?</big></u> === | ||
1) Go to Settings - Communication Setup - Letter Templates | 1) Go to Settings - Communication Setup - Letter Templates | ||