Introduction to Communication Templates

Introduction

Open

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: