Establishing the Communication Template

This page guides you through the creation of communication templates.

To create a Communication Template observe the following steps:

Select the Administration>Communication Template menu option.
From the Communication Template List, click on the New Button to open a new communication Templates record page within the browser.
Within the name field input a name that will identify the template when it is being selected for use.
Within the type field select the communication type from the drop down list that will be associated with the Template.
Within the Table id field select the applicable record from the drop down list that will be associated with the Template.
To be noted that the record selected determines the fields available within the Merge Field as well as the Brevity record from where the communication template can be accessed from.
Define the structure of the template text utilising both static text and merge fields selected from the Merge field drop down list.
Key in your static text, position your cursor within the template text field and select the merged field from the columns field that will be included into the template followed by selecting the Add button to transfer the column into the template text, as per the example below %name%.
Click on the Save button to create the communication template record.
Click the Close button to exit back to the Communication Template list page.