An Email Template contains a group of pre-programmed email formats that can be used in different parts of the application when sending an email. Emails can be sent by clicking the Email icon, which is available from various windows in the system.
Users can create their own email templates or use the predefined system templates for sending emails out to customers or to other employees. Using the right template can make the email contain more helpful information in the format that is customized to your preferences.
Each Email Template can contain fixed text and may include dynamic data fields from the application. You can merge data fields within the email template so the data will be populated to the email. Each Email Template can be based on Text format or HTML format.
When sending an email from within CommitCRM, you can choose the email template you wish to use, by clicking the arrow in the Email icon to open the select list. This will let you choose from the available templates for this entity.
You can define an email template for each entity.
The default template is the template that is used when clicking on the email icon. (Note: Clicking the arrow gives you the list of available templates).
Email Template Selection Menu
CommitCRM comes with a set of predefined email templates. You can also define your own templates by choosing the Manage Email Templates option.
In the following sections you will find more details regarding creating and using Email Templates: