Email templates

List of paragraphs:

You can create and adjust the systemic email templates. These are the letters/notifications send both to customers and staff members.

Email template editing

  1. To update the template, head to Setup - Email templates.
  1. Select the needed template to edit by clicking on its name.

  1. On the right side of the screen you will see numerous formulas that can be used to adjust the template.
  1. The system will fill formulas with the information filled in the systemic fields (for example, ${contact_firstname} will fill the information of the contact's name provided in the contact's card to whom the email will be sent).
  2. When editing the template changes can be made both in English and Lithuanian versions depending on which of these templates are in use.

Creating new email template

  1. New email templates can be created for invoices, contracts, tasks, opportunities and leads. Go to Setup - Email templates - select the needed module templates and click on the plus symbol to add a new record.
  1. Specify the template name, fill in both languages template messages, insert formulas from the right side of the screen and save changes.
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