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| − | The message center is used to display predefined message templates to simplify the creation of an email message.
| + | #REDIRECT [[Email#The Message Center]] |
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| − | ==Creating an Email Template==
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| − | 1. Select the '''Communications''', '''Email''' [[Menu|menu]].
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| − | 2. Click the '''Templates''' tab.
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| − | [[Image:TemplatesTabInBar.png|link=]]
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| − | 3. Click the '''New Template''' tab.
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| − | The '''New Template''' window is displayed.
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| − | [[Image:NewEmailTemplates.png|1000px|border]] | |
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| − | The following options are available:
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| − | * '''Name''' - Template name as it will appear in the template list
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| − | * '''Type''' - Two types are available: '''Email Template''' and '''Email Signature'''. Each [[User|user]] can have an '''Email signature''' that will be automatically appended to the bottom of each message that they create.
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| − | * '''Category''' - You can select one of the following options:
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| − | :* General – ''Email Template will be available in all contexts''
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| − | :* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
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| − | :* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
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| − | :* Contact – ''Email Template will only be available when sending an email from a contact record''
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| − | * '''Private/Public''' - If you are in a [[Role|role]] with manager permission to create global templates, then you can use this option to create a template that can be used by everyone in the organisation. This option is not visible to people that do not have this manager permission.
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| − | * '''Role Allowed''' - Lookup to select the [[role|roles]] allowed to use this Email Template.
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| − | * '''Default Attachment''' - A file contained in a [[SmartFolder]] can be selected as a default attachment to emails of a particular email template.
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| − | * '''Subject''' - The subject line of the template.
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| − | * '''Body''' - The body of the message. All types of formatting are supported. You can copy and paste information from other programs (including images) into the body window.
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| − | ==Creating a Signature==
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| − | A signature template is used to add your signature to the bottom of the email message.
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| − | 1. Click the '''New Template''' tab.
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| − | 2. Change the '''Template''' type to '''Email Signature'''.
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| − | 3. Set the '''Name''' to '''My Signature'''.
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| − | 4. Add the '''Signature''' to the body.
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| − | 5. Click the '''Save''' button.
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| − | [[Category:Communications]][[Category:System Management]][[Category:Email]]
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