How to Create an E-Mail Template

E-Mail templates allow staff to create custom text that can easily be entered into an email body.  Once a template is created, it can be selected when composing an e-mail to save on time and allow for consistency.  

1. Go to 'Setup' -> 'E-Mail' -> 'E-Mail Templates'.

2. Enter a new template name. Press 'tab' to drop it down to the template list.

3. Highlight the template name and press 'Edit E-Mail Template'.  Use the text editor to create your email body.

4.  Save and exit the editor

5.  When composing an email you can now select the newly created template under 'Template'.