Create Email Templates

Use the Job Status Change submodule to create email templates.

To use Job Status Change in the Projects & Jobs submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create an email template:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create an email template.
3. In the left pane of the Settings screen, click Projects & Jobs > Job Status Change.
4. On the grid toolbar, click Email template setup .
5. In the Email template setup dialog box, click Create new email template .
6. You can edit the different fields by double-clicking on the corresponding field and either selecting the applicable options from the drop-down list or providing the necessary information.
7. If you want to append a signature, select the Append signature check box.
8. In the right pane, create the body of your email template and apply formatting as needed
9. Click Save and click to close the Email template setup dialog box.