Email Merge

Templates for E-mail merge can be Text or HTML. These can be used from Tools->E-mail Merge function from the Contacts Module.

How to Add an Email Merge Template

1.  Click Setup icon from the Toolsbar.

2.  Select Templates then click Email Merge Templates

3.  Click New Email Merge Template from the Action bar.  Dialog box opens.

4.  On the New Email Merge Template dialog box, Enter Template Name. 

5.  Select Type. Available options are Text, HTML file and HTML Template,

6.  Type Subject.

7.  Type Greeting.

8.  On the Name to Insert dropdown, select a field.

9.  On the Punctuation dropdown, select an item.

10.  Select a Signature.

a.  For Signature = Closing, select any checkbox beside the user profile fields displayed.

b.  For Signature = Use Signature from User's Profile.

11.  If selected Type,

a.  For Type = Text,

Type on the Body field to compose Body of the email.

b.  For Type = HTML file,

Click Browse button and select the HTML file from one of the folders.

c.  For Type = HTML Template,

Type on the Body field to compose Body of the email. This HTML editor has the basic formatting functions available for use.

12.  Click Submit.

The new template is added to the list.