Use Message Templates

Description: Learn how to configure and use Message Templates in the Backoffice application.

Things We Cover:

  • Adding new Message Template
  • Sending a message via Template
1

Message Templates

Go to Settings > Message Templates

2

Module

Pick a Module.

Shared Messages are used in Emails; Follow up Reasons and Notes are used in Tickets, To Do Tasks and Customer Projects

3

New

Press Add to add new Message Template.

4

Details

Fill out the Topic and Message text boxes and hit Ok.

5

Save

Click Save to save the Message Template.

6

Emails

Go to Emails

Choose an email account.

7

Message

Pick a message to answer on and press Reply or compose new by hitting New

Press Message Templates and choose the template.

8

Edit & Send

Modify the message and hit Send.

Previous

TEASoftware