Email templates

New Features > Email templates

Email templates

Email Templates allow you to merge data fields into the emails that you send. For example, you may want to email customers invoices and merge in their first name, the total sale amount, open A/R balance, your company name and phone number, etc. A wide selection of merge tags are available to add to your templates.

Existing Email Defaults that you may have created in prior versions are automatically converted into Email Templates which can be customized further with merge tags.

Email Templates can be created for sales, purchases, statements, receipts, payment notifications, pay slips as well as a new set for emailing anyone from the Card File.

To create an email template

1	Go to the Lists menu and select Email Templates. The Email Templates List window appears.

2	Select the tab for the type of email template you want to create.

Note: if you upgraded from a previous version and sent emails the template you saved will be displayed in this window.

3	Click the New button to create a new email template. The Edit [...] Template window appears.

4	To edit an existing template select the template and click the Edit button. The Edit [...] Template window appears.

note :

To delete an email template, select the template then go to the Edit menu and select Delete Email Template.

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