Canned Emails - Editing a 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.



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. A pencil icon will appear on

             the right-hand side of the name. Select the pencil icon. The selected Canned Email

             page will open.

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  3.      Make required changes. 

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

             saved.

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  5.      Select X to close pop up results window.