CRM: Placement of an Email Template
In previous versions of MYOB Acumatica, if a user inserted an email template in an email on the Mass Emails (CR308000) or Email Activity (CR306015) form, the system added the text of the selected template to the end of the email body.
Users can now select where to insert the email template data to the email. The following section describes this capability in detail.
Selecting the Placement for the Email Template
Starting in MYOB Acumatica 2024.2.1, if a user creates an email on the Mass Emails (CR308000) or Email Activity (CR306015) form and clicks Select Template, the improved Select Template dialog box opens.
This dialog box now contains the Insert Template Text group of option buttons (see the screenshot below). The user can select one of the following option buttons, each of which determines where the email template data will be inserted in the email:
- Replacing Email Body: The system copies the values in the Subject, To, CC, and BCC boxes of the template, as well as the text in the body of the email template. It then inserts these values in the corresponding boxes in the email and the text in the email body.
- After Email Body: The system adds the values in the Subject, To, CC, and BCC boxes of the template, as well as the text in the body of the email template, after the current values in the corresponding boxes in the email and the current text in the email body. This option button is selected by default on the Mass Emails form.
- Before Email Body: The system adds the values in the Subject, To, CC, and BCC boxes of the template after the current values in the corresponding boxes in the email. However, the text of the email template is added before the current text in the email body. This option button is selected by default on the Email Activity form.
Additional Information
For more information on creating emails by using email templates, see Emails and Activities: Emails.