Copying a Web email template

You can copy a Web email template that you created or copy a template created by another user so that you can make changes to the email template.

To copy a web email template:

  1. Click Manage Email Templates from the Compose menu.
  2. Select the email template to copy from the Email Templates list view.
  3. Click Copy Template in the Email Template detail view.
  4. Modify Name or Description if required in the copied template detail view.
    Note: 
    • The Name is defaulted with the original template name appended with - Copy and the Description is same as the original template.
    • Contact/Lead and Create User fields cannot be modified.
  5. Update this information in the Body section:
    • Select Body section to add or modify text.
    • Use the format toolbar to format text. For example, to create headings, format text style, select a different font, or to create a bulleted or numbered list.
    • Type @ and begin specifying the name of the Infor CRM property to display the list of matching properties. Select the required property from the list.
  6. Click Save.
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