Editing a Web Email Template

You can edit a Web email template that you created.
Note: This feature is for editing Web Email templates. To edit a Word template, see Editing a Word Template.

To edit a web email template

  1. Click Manage Email Templates on the Compose menu.
  2. In the Email Templates list view, find the template you want to edit, and click the template’s name.
  3. In the Email Template detail view, do any of the following:
    • Change the template Name.
    • Change the template Description.
    • Add or edit template content.
      1. Click in the Body section and type your text.
      2. Use the format toolbar to format text.

        For example, create headings, bold or underline text, select a different font, or create a bulleted or numbered list.

      3. Type @ and begin typing the name of the Infor CRM SLX property you want to add.

        A list of matching properties displays. When you see the property you want to add, click the property in the list.

  4. When finished, click save.png (Save).