Canned Emails - Duplicating 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.


Step     Action

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

  2.       Select entries under Canned Emails to be duplicated by checking boxes on the

            left-hand side. All entries can be duplicated by checking box to left of {New}

            under Canned Emails.  

 

  3.     Select {Duplicate}, A results window will pop-up to indicate the 

          selected canned emails have been duplicated. The duplicated canned email will also now

          appear with (Copy) in the name.