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.

Editing a Canned Email

Step    Action

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

  2.      Hover mouse over the name of canned email to be edited and select the pencil icon

           that appears on the right-hand side of the name. The selected Canned Email

           page will open.

  3.      Make required changes.

  4.      Select {Save}. A results window will pop up to indicate the Canned Email has been

           saved.