System Templates vs. User Defined Templates

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The CommitCRM system comes with a set of predefined Email Templates which can be used as-is for sending emails from within the application. The system templates cannot be edited by the user or modified in any way. You can set a system template as inactive if you do not want it to appear in the available templates list when sending an email.

 

If you want to customize a system template, you should first copy the template, and then edit the new template. This will copy the template and will let you give it a new name. If you want this template to replace the system template, you can then set the template as default by right-clicking and selecting Set as Default.

 

To copy a template, right-click the template and select Copy, or click the Copy option on the toolbar.

 

commit_setup_guide_email_template_copy

Email Template Copy