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As with a new record, the group, type, output and many other settings can be freely entered for a copy.

  1. Change the Name and Code of the template. The code can be used to quickly assign a template when creating a new mail.
    Note: The name and code must be unique and cannot be used more than once. For a more detailed Description of the template, use the field at the top right of the input window.
  2. The template Type determines which tables of the database the template can access, which database references and lists can be inserted accordingly and in which context a template is offered for selection. The template types are predefined.
    Example: In a text template tfor bulk mail, you can access references to accounts, but not events.
  3. Select the Group/Type of template from the expandable picklist. Searches and filters are optimised through this template type.
  4. Go to the Anhang  Attachments tab and neuexpand  Add documents that you would like to send by default along with the mail.
    Note: Select the smallest possible files to save storage space in the database and speed up the sending of emails.
  5. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.