Creating & Using Email Templates
Email templates can be sent from various places in Clik Service, such as sales or technical information.
To set up and configure these you will need administrator privileges to access the settings of Clik Service.
The templates can be configured by going into Settings > Settings > Communication > Email Templates.
There are two options for email templates
- You can create a HTML based email template by using the ‘Add Template From File’ option and browsing to the saved HTML file.
- The other option is to click on ‘New Template‘ and manually create the email.
If you select ‘New Template’, you can add in a subject, from address and select which programs you want to use it in. The tag lookup lets you add in tags from the area of the program you want to use the template on.
Click ‘OK‘ to save the template.
To use the template, go to the module you made the template for (i.e. sales/invoices/jobs/purchasing).
Open the item you want to email, then click on Tools > Email.
You will now see your email template alongside the standard PDF option.