...
| Anchor | ||||
|---|---|---|---|---|
|
Step 1 | From the Agents & Connections navigation pane, select System > Email Templates. The Email Templates list displays. |
|---|---|
Step 2 | Enter / select Details for a new Email Template, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
|
Step 3 | Click a Save button. The Email Template is added to the database, and all buttons and tabs in the Email Template Details are enabled. |
...
Field Name | Description | ||||||
|---|---|---|---|---|---|---|---|
Details | This section contains detailed information about the Email Template. | ||||||
Name |
| ||||||
Version | System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning. | ||||||
Description |
| ||||||
Member of Business Services |
| ||||||
Email Connection |
| ||||||
Reply-To |
| ||||||
To |
| ||||||
CC |
| ||||||
BCC |
| ||||||
Subject |
| ||||||
Body |
| ||||||
Metadata | This section contains Metadata information about this record. | ||||||
UUID | Universally Unique Identifier of this record. | ||||||
Updated By | Name of the user that last updated this record. | ||||||
Updated | Date and time that this record was last updated. | ||||||
Created By | Name of the user that created this record. | ||||||
Created | Date and time that this record was created. | ||||||
Buttons | This section identifies the buttons displayed above and below the Email Template Details that let you perform various actions. | ||||||
Save | Saves a new Email Template record in the Controller database. | ||||||
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. | ||||||
Save & View | Saves a new record in the Controller database and continues to display that record. | ||||||
New | Displays empty (except for default values) Details for creating a new record. | ||||||
Update |
| ||||||
Copy | Creates a copy of this Email Template, which you are prompted to rename. | ||||||
Delete |
| ||||||
Refresh | Refreshes any dynamic data displayed in the Details. | ||||||
Close | For pop-up view only; closes the pop-up view of this Email Template. | ||||||
Tabs | This section identifies the tabs across the top of the Email Template Details that provide access to additional information about the Email Template. | ||||||
Email Tasks | Displays a list of Email Tasks that specify this Email Template, and lets you create a new Email Task with its Email Template field pre-populated with this Email Template. | ||||||
Versions tab |
|