Email templates are used for sending automatic emails for specific events such as inquiry approval or finalization of a quote and so on. You can define your own text templates to use for emails.
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From the Home page, 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 Manage Customer Installed Procedures (CIP).
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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.