Setting a Default E-mail Template

You can set a default e-mail template, so that when you create a new e-mail the default e-mail template will be selected automatically, and all of the values of the default template will be copied to the new e-mail. The System Administrator defines the list of default e-mail templates that you can select from.

To set a default e-mail template:

1. Click on the My CRM button.
2. Select the Preferences tab and then click on the Change button.
3. Select the e-mail template you want to set as default from the Default E-mail Template drop-down list.

4. Click on the Save button to save the new settings.