How do I create email templates in the Miscellaneous Receipt App?

Updated on September 16, 2020 03:12AM by Admin

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.
Miscellaneous Receipt App

  • 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.
Create Email Template

  • Click on the “Create” button. A new template is created.
Template 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.