Email - Template
It is important for an organization's profile that emails have a distinctive and consistent appearance. This means that all emails sent out by the organization should use the same fonts, formatting, logos and so on. By creating email templates that are customized to your organization you ensure that your contacts can easily recognize your correspondence. Email templates are also used when sending quotes, order confirmations and privacy confirmations.
SuperOffice CRM is supplied with several standard templates that you can use immediately after installing the program.
You can also create your own templates. You do this by entering template variables in the email templates, which then retrieve information from corresponding fields in SuperOffice CRM when you write an email using a template you created.
How to add an email template
- Create the email template in Settings and maintenance.
- Make the email template available to the requisite user groups. See User group filtering.