Complete the following procedure to create, text, and activate email templates for routine customer communications.
Navigate to the Email Templates screen.
Log In to the Data Center Application to display the Data Center ribbon menu.
Select Setup > Email Templates from the main menu to display the Email Templates screen.
Click a template in the Email Name list to display its information in the screen's main area.
Note: If the Email Name list is not visible, click the Templates arrow button to expand it.
Complete the following if the Schedules section is present:
Note: Some templates do not require scheduling and do not include this section.
Populate the body of the email with formatted text, images, etc. Complete the following to place a variable in the email body:
Note: For a sample email body that can be cut and pasted as needed, refer to AXIS Email Template: Completed Work Order.
If desired, complete the following to test the email:
Click the Test Email button to display an address entry window.
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