Add new template

Currently under development ...

A new template can be added by viewing templates and selecting "add new template" from the top right corner.

Title

Give the template a unique name

Category

Category is effectively the same as the table and the choices are:

  • tenancies

  • enquiries

  • inspections

  • repairs

  • applicants

The category is for your own reference and all will be available regardless of what table you're in.

Type

This will determine when the template will display:

  • email

  • SMS

Subject

When the template is for an email, the subject will be inserted.

Body

This is the body text that will be inserted

When you select a template from within an email sending pop up, when clicking "insert text", all text will replaced with that contained in the template.