Page Comparison

...

How to create a new template

1. Click on the + Create New button

   Image Modified

2. On the New Macro page please add:

   • The Macro Name

   • The language 

   • Make sure the Is Active toggle is set to ON

   • Add the content of the templates 

3. Click on the Save button

   Image Modified

By clicking on the Test button, instead, once the template is ready, the user can send a copy of it to his/her email in order to check the final result.

1. Click on the Test button, and a small tab will pop up

2. From the tab, pick the SMTP

3. Add the email, where the template will be received

4. Click on the Send button

   Image Modified

How to edit a template

1. Go to the left side of the Template row and click on the Edit Button

   Image Modified

2. The user is redirected to the Templates page where the necessary changes can be made

3. Once done, click on the Save button.

How to activate or deactivate a template

1. Go to the left side of the Template row and click on the Edit Button, so the user is redirected to the Templates page

   Image Modified

2. By switching to ON/OFF the toggle Is Active, the template can be activated or deactivated
   

   Image Modified

How to delete a template

Go to the left side of the Template row and click on the Delete Button and the template will be permanently removed from CRM

...

Bring me back to the eManage CRM Helpdesk Overview page