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TFS Admin Guide - Table of Contents

Documentation Disclaimer

The Email Templates screen is designed to add email and SMS templates to TFS. It is a similar concept to using fields on Mail Merge documents.

Opening the Email Templates Screen - Click here to expand...

From the Administration menu, select Templates then Email Templates.
From the sidebar, select Templates then Email Tpl.

Email Template Categories - Click here to expand...

Email templates allow TFS users to send pre-configured email or SMS messages to service providers or clients. The following categories are available.

Template Type	Description
Application	SmartLodge dialog (when emailing applications).
Blank	Communicate dialog.
Client	Communicate dialog (when emailing clients).
Contact	Communicate dialog (when emailing clients).
Generic Entity	Communicate dialog (when emailing an entity that is not a client contact, e.g vendor).
Generic Entity (Client Specific)	Communicate dialog (when emailing an entity but requiring client information).
Quote	Smartlodge dialog (when emailing quotes).
SmartCampaign – Email	Templates for smart campaign emails.
SmartCampaign – SMS	Templates for smart campaign SMS (not yet available).

Example: The example below shows a template (on the left) and the outcome (on the right).

Template

Example Output

Email Subject: Application # %Application Number%

Dear %ClientPrimContact%,

Your finance application has been approved.

Yours Sincerely,

%Broker%

%Enterprise%

Ph: %EnterpriseTel%

Fax: %EnterpriseFax%

Email: %EnterpriseEmail%

Website: %EnterpriseWebsite%

Email Subject: Application # 12345

Dear John,

Your finance application has been approved.

Yours Sincerely,

Jim Jones

CSG Finance

Ph: (03) 9999-9999

Fax: (03) 9999-8888

Email: jimjones@csgfinance.com.au

Website: www.csgfinance.com.au

How to Add an Email Template - Click here to expand...

How to Add an Email Template

For a new company, all email templates are blank.

From the Category drop-down list, select an email template category.
Select the security permission level.
Select the template context, group or user.
Click the New button. The Email Template dialog will be displayed.
Enter the name.
Click the Short Name Copy button () if the short name is to be the same as the name.
OR
Enter a short name.
Click the OK button. The Email Template dialog will close.
Enter the subject heading text.
Enter the message body text.
Place the cursor where a field is required.
Select the field from the Field Codes drop-down list.
Click the Insert button.
Repeat steps 10-12 for every field to be inserted.

Templates are saved automatically.

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