Modifying Email Templates
SETTINGS > ADMINISTRATION
You can modify email templates that are automatically sent from the system to meet your business requirements. You can also modify email templates to activate or deactivate a template, or to break or reestablish inheritance.
You cannot switch scopes or language-culture when email template is being edited and is in a modified state. You cannot change the name of a template after it has been created, the display names however can be modified.
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1.
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In the Navigation panel on the left, click Email Templates. |
A list of all the email templates that are defined in the system is displayed.
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2.
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Double-click the Email Template that you want to modify.
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3.
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Click  Edit in the details panel toolbar. |
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Modify the email template as required. |
For more information about the fields, see Email Templates Details Panel.
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5.
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When you have finished your modifications, click  Save. |
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When a template is saved, it is associated with the scope where it was edited. |
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If you cancel before saving any changes, the template remains associated with the parent scope, if applicable. |
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1.
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In the Navigation panel on the left, click Email Templates.
A list of all the email templates that are defined in the system is displayed. |
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2.
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Double-click the Email Template that you want to activate.
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3.
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Click Edit in the details panel toolbar. |
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Select the Active check box. |
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Click Save. The email template is immediately activated. |
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In the Navigation panel on the left, click Email Templates.
A list of all the email templates that are defined in the system is displayed. |
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Double-click the Email Template that you want to deactivate.
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Click Edit in the details panel toolbar. |
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Clear the Active check box. |
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Click Save. The email template is no longer active. |
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In the Navigation panel on the left, click Email Templates.
A list of all the email templates that are defined in the system is displayed. |
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Double-click the Email Template that you want to break inheritance for.
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3.
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Click Edit in the details panel toolbar. |
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Make a change to any field in the email template. |
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When you have finished your modifications, click Save.
The inheritance state is no longer displayed at the top left of the details panel. |
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In the Navigation panel on the left, click Email Templates.
A list of list of all the email templates that are defined in the system is displayed. |
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Double-click the Email Template that you want to reestablish inheritance for.
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Click Edit in the details panel toolbar. |
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Click  Reestablish inheritance. |
You can only reestablish inheritance for an email template in a sales or dependent scope, if inheritance for the email template was previously broken.
A Confirmation dialog appears with the following message:
Are you sure you want to reestablish inheritance and use the content defined in the parent scope?
The content defined in this scope will be deleted.
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5.
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Do one of the following: |
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Confirm the action, click  O.K..
When viewing the template from a sales scope the top of the details panel will update with the message Inheriting from scope. |
or
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b.
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click  Cancel. |
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6.
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When you have finished modifying the email template as required, click Save.
The inheritance state is now displayed at the top left of the details panel. |
REFERENCES