Email Templates
An email template for send email by using functions in system. The messages will be automatically to send after approved by user was identified in the template
- To create an email, Go to Main Menu > Messaging > Email Templates > New Email Templates
- The email template message form consists of two sections:
- Message : To Enter the email details
- Link : To setting a connection with a contact module and other module in system
Massage
- Template Name : Enter the function code for send email
- An example as : this email will send automatically after click the Submit button at Request leave module
- From : The email address of the sender.
- To : Enter the email address of the recipient., this field must use the code from module you defined in the Template Name
- An example as : the employee’s email from a Request leave menu
- Cc : the email address of the someone else in your email to keep them in the loop.
- Subject : The subject of email, this field must use from the code of the module you would like to pull the details.
- An example as : would like to enter the subject by use the employee’s name from employee module.
#For the code field according to the name on export page in each module
- Body : Email text can be formatted in a similar way to text in a word document. You can change the font style, color and size using the formatting icons. You can also use the code in system to show the details. Choose your formatting from the menu shown.
Link
- Contact Person : The contacts are existing in system
- Relates To : Attach file for a module you would like to send
*This tab is not required if the email you want to send not related to a contact module
You can either send the email by clicking Send or draft email by clicking Save
