Using the Email Template Detail view
Use the Detail view to see, add, or edit information for a selected record. The Detail view
consists of information boxes, tabs, and a user-defined middle section.
Note: The security
access determines what functions are available. Contact the administrator for any access
rights changes.
To open the Email Template detail view, on the menu, click to open the Email Templates List view. See Using the Email Templates List view.
If required use the Lookup to find a template, and then click the template name. See Using Lookup.
On this page you can:
- Use Lookup. See, Using Lookup
- Use Groups. See, What are Groups?
- Click
on the toolbar, to switch back to contact List view. - Copy a Word Template. See, Copying a Word Template
- Delete a Word Template. See, Deleting a Word Template
Information Fields
The information boxes contain the primary information about the email template. Users with appropriate permissions can edit these boxes.
Email Template Detail View Tabs
The Email Template Properties tab allows you to manage the properties available to add to the template.
User Defined Section
You can Dragging and Dropping tabs into the user defined middle section.