Canned Emails - Creating a New Canned Email


Overview

Canned emails are a way to send different types of preset emails to clients quickly while maintaining consistency company wide. There can be single templates for each type of email, or multiple for each type of email depending on a customer, situation or the user sending them.



Creating a New Canned Email


Step     Action

  1.       Select {Settings} and then select {Canned Emails} under Communications.

  2.       Select {New}. A New Canned Email page will open.

  3.      Complete the fields.


Field

Description

Name

Enter a Name.

Type Select Type option from the drop-down.
Default

Default set to No.
Subject

Enter a Subject.

Email Body

Enter in email details.

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  4.     Select {Save}. The page will now show the name of the new canned email confirming that
         the canned email has been saved.


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