Edit a Template

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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.

    Double click template or select the template and then click on the Open option. This populates the Email Template window where you can make the necessary changes to the selected template.

    Click Save when you have made your changes.

     

    Related

    Create New Email Templates
    The Email Template option within the Find Contacts and Find Clients windows allows you to add and configure email templates so that you can send out bulk emails.