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Save time with email message templates
Create and store standard messages in ACCTivate!

Often in business, standard and repetitive email messages need to be sent. They might include everything from internal policy memos to customer service messages.

Whatever the message, having to rewrite it each time it's needed is very unproductive. Why not just create the message once and have it available whenever needed?

ACCTivate! has you covered with the new email message template function introduced in the 6.2 release.

Creating and using email message templates
Using the email templates is easy. Just 1) set up the email as a template, 2) save it and 3) ACCTivate! stores for you or other users. It can then be opened and sent from any email-capable window in ACCTivate!.

Begin with an email message window initiated by the 'Send Email' button available on all windows with email functionality. This is where templates are created and stored. Stored templates for that module are listed in the window along with the option to manage message templates.

Once you're in the Message Template window you can create or delete a template. To make a new template, just enter a unique Template name, a Subject and the then the actual message inside the Body.

Finally, select the Type of template you want and if you want this template to be accessible for all ACCTivate! users or only you.

When this is done, save the template and you now have created an email template.

Information automation with data fields
Your messages can include data fields that automatically populate information based on the module.

The above-left window shows the raw data fields specific to the Business Activity module. The above-right window shows the information populated by the system when the message is sent. A list of all the available data fields and detailed steps for using and creating email message templates exists in the help files (look up 'email templates').

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