Adding an Email Template to Reports

Adding an Email Template to Reports

You can associate an email template to each report to cut down the work you have to do when sending a report to a customer.
This can additionally personalise it to your customer through the use of Merge fields within the email template.

To add to a report view the available firstly list the reports for that module .

1. View the list of reports and click on the Template icon
2. Enter an appropriate covering email for that report, using a combination of Words and Merge fields.

To view the reports available in most modules click on the PDF icon in the quick action buttons at the start of the record details row.
To view the reports available in the Subscriptions / Contracts module click on the Send Contracts button

1. Click on Template icon


2. Enter an appropriate covering email template for the report


NB Use the merge Field Drop down to insert fields populated from the database during email creation. These can be inserted to both the Subject and Body of the email