Preferences > Templates

To save time typing repetitive letters/faxes/e-mails or tasks etc you can set templates

Click the + and then click in the new blank field to the right of the triangular arrow, and name the template.

Then click on the arrow, the name should become bold. Now click in the right-hand panel and type the message/reply etc for that template

Click out of the panel when completed.

Available Fields

  • Template Name – The name used to identify the template.
  • Type – Options: All/E-mail/Letter/Fax/SMS.
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