Templates tab
The template screen allows employees to create a custom email that the users found in the Reporter will receive. Go to Marketing >> Templates.
Choose a Template: Select Create New.
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This window will appear:
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Enter a name for the Template and click Confirm. It will now be available in the drop-down list.
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Subject: Enter the subject you want the email to have
From Address: Enter the address that you wish to show that the email came from. It will default from the bank IntSMTPFromAddr field.
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Body: Enter the text that you want to have in the body of your email.
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To insert any user or account fields, click the red Ins button. This window will appear:
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Select a Field Category, Field Name, and then click Insert. Only one Field Category type can be put into an email.
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Next, click Send Test Email to make sure everything looks right.
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Enter the email address to which you want to send the test email and click Confirm.
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When you are happy with the results, click Save.
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