Custom Email Templates
We have created the ability to save canned responses which you can now email with one swift movement to any person on the system. On every person's profile, via the actions button in the top right of their profile, there is a new action called "Send Email Template"
This action will then give you a list of templates that have been added under Office > Email Templates.
When clicked, a pop-up window appears with a list of available templates for this person type/tenancy.
When a template is picked, the standard email editor window is opened, prefilled with the email address/es and email content.
To create an email template, access "Email Templates" from the "Office" tab
To create an email template, access "Email Templates" from "Office", where a set of default templates
are already provided as shown in the image above (You can delete/amend these). When adding a new template, you will have the option of customising:
Default From Address
All people type on the system
Tenants on a tenancy
For emails to be used with the above action, this should always be set to General.
In addition to setting content, once a template is created, default attachments can be added.
An email template, filled with a person's details and an attachment.
Please see the tags attached if you would like to build these templates.