Many emails have a similar structure or even the exact same wording. Using editable email templates can save time in these cases. Text templates are created and edited on the Templates tab by users with administrative rights. Any changes made to an email which is based on a template will only affect that one email, not the template itself. If you select a text template that has been specifically created as an "Email template", the communication channel is also changed automatically.
- The use of text templates is encouraged by a picklist of available templates which is displayed whenever a new mail is created. That option can be discarded by selecting
Do not show again in the toolbar of the template window. This is a user setting and will not affect other users.
- Reverse that decision by going to the
Options tab, then select >
Hidden Messages > User settings > Emails: Skip template selection for new emails >
Restore default.
- To apply only the standard signature of your business or company but not a text template, click on
No template in the left-hand corner of the toolbar.
- Alternatively, open the list of templates directly by clicking on
Mail >
New from template.
- Insert a template into an open email at a later stage by double-clicking
Text template in the toolbar of the Text tab or by pressing F4.
- If you do not know the template code, click on
Text template >
Select from list to open a list of all available text templates.
- If you do not know the template code, click on
Text template >
Select from list to open a list of all available text templates.
- Select the template you want by double-clicking or click and
Confirm.
- Suitable templates are automatically suggested for emails that are opened in the context of an event or another record.
Save your changes.