Navigating the Communication Template

The following is an outline of the fields that comprise the Communication Template form:

1. Name: This is a text field used to identify the Communication Template with a name that will be referenced from the Template screen.

2. Type: This is a drop down field listing the communication types. Values include Email, SMS, Meeting, Task and Phone Call.

3. Table ID: This is a drop down field listing the applicable record types against which the Communication Template can be assigned. Values include User, Client, Supplier Remittance, Service Schedule, Lead and External Provider.

4. Template Text: This is a text field that will lists both static text and merge fields selected from the Columns field. The text will be reflected in the communication body/message.

5. Columns: This is a drop down field listing the columns applicable with the table selected in the Table ID field.

6. Tag: Reflects the column with leading/trailing %