E-mail Templates

If you have recurring e-mails for several of your contacts, you can save time by creating an e-mail template. The text is formatted only once instead of every time a similar e-mail is sent to another contact. You can create as many templates as you want, as well as editing the standardised templates that come with the program.

How to create a new e-mail template:

  1. Go to View - E-mail and E-mail templates.

  2. Click New.
  3. Enter a Template name and Subject.
    If you want to attach a file, click Attachment and add the file.
  4. Enter your text.
  5. Format the text for desired font and colour.
  6. Click Save.

The template is now available for selection in the Select template drop-down list in the program's own e-mail editor.

You can always edit the e-mail template later. You are also able to edit e-mail templates that come with the program as pre-defined options.

Read more about:

E-mail in the Program

The Contact Register

Templates

The E-mail Editor