This page guides you through the creation and provides an introduction to the management of communication templates.
These are the topics on this page:
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Introduction
Communication Templates within brevity are managed through the Communication Template List which is accessed through the Administration>9.Communication Templates sub-menu.
The Communication Template is a feature that allows you to create and maintain templates applicable with Email, SMS, Phone Call, Task, Meeting communications and Bulk client and Employee email and SMS communications.
Communication Templates can be assigned to and accessed from the User, Client, Service Schedule, Lead, Supplier Remittances and External Provider records. Before adding a Communication Template, you must ensure that you have checked the "Table ID" that will be associated with the communication template that is being created. If the wrong table id has been specified, the communication template that has been created will not be available for selection.
Additional Information
For additional information on the use of communication templates refer to the following topics:
Bulk Email NotificationBulk SMS NotificationRecord based communications