Modifying a Web email template

You can modify a Web email template that you have created.

To modify a web email template:

  1. Click Manage Email Templates from the Compose menu.
  2. Select the template to modify 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 modify template content.
      1. Click Body section and add or modify the 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 specifying the name of the Infor CRM property to display the list of matching properties. Select the required property from the list.
  4. Click Save.
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