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The Message Center and Message Templates

726 bytes added, 19:57, 8 August 2013
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The message center is used to display predefined message templates to simplify the creation of an email message.
 
==Creating an Email Template==
1. Select the '''Communications''', '''Email''' [[Menu|menu]].
* '''Name''' - Template name as it will appear in the template list
* '''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.
* '''Category''' - You can select one of the following options:
:* General – ''Email Template will be available in all contexts''
:* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
:* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
:* Contact – ''Email Template will only be available when sending an email from a contact record''
* '''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.
* '''Role Allowed''' - The template can be restricted to only one role, or to all roles.
* '''Default Attachment''' - A file contained in a [[SmartFolder]] can be selected as a default attachment to emails of a particular email template.
* '''Subject''' - The subject line of the template.
* '''Body''' - The body of the message. All types of formatting are supported and you . You can copy and paste information from other programs (including images) into the body window.
The information in the example above was copied from a web site and pasted directly into the body of the message.
You can use this technique with your own web site for complex layout and compelling content.
==Creating a Signature==
A signature template is used to add your signature to the bottom of the email message.
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