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.

You can search your list of canned emails in {Settings} > {Canned Emails}. Also, you can view available email templates online in our Template Library.

Searching Canned Emails

Step    Action

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


  2.       The search criteria that can be used include:
Enter in the full or partial canned email Name.
GroupSelect an option from the Group field drop-down.


  3.        Once the search criteria has been entered, select {Search}.  To clear all search criteria, select {Clear}.