The Miscellaneous Receipt of Apptivo offers the option to create predefined email templates. These templates can be used while composing an email or creating notes.
Steps to create Email Templates
- Navigate to the Miscellaneous Receipt App. Select the Settings icon from the App Header.
- In the Settings page, select Email → Email Templates from the left panel. The Email Templates page will come into view. Click on the “Create” button.
- Fill in the required details :
- Template - Name of the Email template.
- Subject - Subject of the Email template.
- Message - Content of Email template.
- Insert Attributes - This feature lets you insert the default attributes found in the Miscellaneous Receipt App.
- Available for Compose Email - Sliding the toggle ON will make this template listed when composing emails.
- Available for Notes - Sliding the toggle ON will make this template listed when creating notes.
- Click on the “Create” button. A new template is created.
- This template will be available while composing an email on a miscellaneous receipt.
- As the toggle is enabled for Available for Notes, it will be listed in the template section of Notes.
