Navigating the Communication Template

This page navigates you through the communication template form.

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

Name: This is a text field used to identify the Communication Template with a name that will be referenced from the Template screen.
Type: This is a drop down field listing the communication types. Values include Email, SMS, Meeting, Task and Phone Call.
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.
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.
Columns: This is a drop down field listing the columns applicable with the table selected in the Table ID field.
Tag: Reflects the column with leading/trailing %