The templates will be used for sending automatic emails on specific events like inquiry
approval or finalization of a quote. Use the Email Templates page (under Administration
Tasks> Emil Setup) to define your own text templates to use later on for emails sent
out.
How to create email templates?
What happens when I click the Compile button?
The application performs the following checks:
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All keywords (master-section-keywords and section-keywords) are included in the body
of the email template
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The keywords are in the right order
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The parameters are in the right section
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The used parameters exist in the referenced tables
If the checks are successful, the application displays a message This template is
ready to use, else an error message is displayed.
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From the Home screen, select Administration > Global Setup > Email Setup > Templates.
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Click Create Template.
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Type the template name.
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Select a template type from the Type list.
To insert the keywords with CIPs in the Email Content, select Use CIP. For more information on CIP, see Customer Installed Procedures (CIP), Forms, Reports.
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Enter the template description.
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Type an email subject.
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Enter the body text for the email and then click Save.
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Click Compile.