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 web email template:

  1. Click Manage Email Templates on the Compose menu.
  2. Select the template to edit from the Email Templates list view.
  3. Update this information in the Email Template detail view:
    • Change the template Name.
    • Change the template Description.
    • Add or edit template content.
      1. Click Body section and add or edit your text.
      2. Use the format toolbar to format text. For example, to create headings, change text style, select a different font, or to create a bulleted or numbered list.
      3. Type @ and begin typing the name of the Infor CRM property to display the list of matching properties. Select the required property from the list.
  4. Click Save.