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.
TypeSelect Type option from the drop-down.
Types include:
Accounting
General
Item
Journal Entry
Login
Online Order Confirmation
Online Order Needs Approval
Online Order Sent For Approval
Orders
Outsources
Proof
Purchase Order
Quote
Shipping
Default
Default set to No. Toggle switch to Yes to set the canned email as the default option for this type.
Subject
Enter a Subject
Email Body 

Enter in email details.


To add a Canned Email Template:
1. In the bottom left corner of the document entry field click on the <> HTML Text  icon.

This will switch you from the default Design mode (pencil icon) to Text-Edit mode.

2. Open the text file for the template you've chosen to add.


Note: 
To locate a document template, see Canned Email Template Folder.
You might be prompted to select a default text editor on your local machine.


3. Copy the entire document and paste it into the document entry field (ctrl+a ctrl+v on PC CMD+a CMD+v on Mac).



 

  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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Watch Creating a New Canned Email