Search for Email Templates

Use the Job Status Change submodule to search for 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 search for 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 containing the email template that you are looking for.
  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, use the Search field to enter a keyword associated with the email template.
  6. Click to close the Email template setup dialog box.