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Rename a Template

Last modified 07:49, 24 Apr 2017
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From either the Find Contacts or Find Clients search screen, tick a contact or client and select EmailTemplates.png from the Task Bar. This will return the templates list.

Select the template by ticking on the tick box in the grid and clicking the Rename option RenameTemplate.png on the Task Bar. To rename, highlight removed existing description, enter a new description and then click OK.

RenameMessageBox.png

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