The Inventories that are issued miscellaneously are outside the business location and not to your customers or contacts, are called miscellaneous issues. The Miscellaneous Issues app 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:
- Log in and access the Miscellaneous Issues App from the universal navigation menu bar.
- Click on the More(...) icon and select Settings from the app header.
- On the settings page, go to Email → Email Templates and 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 Issues 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.
