Predefined Messages Emails

jhopkins6977

Is there a way to add letters or form emails to the Predefined Messages, or is this a higher function for the RM's and such?

Goodteam

Yes, you can go to set up and go to emails or letters.  You can go to set up and letters, add a letter and save as new form.  I will usually go to a current letter and just revamp it to say what I want to say and then do a save as new form.  Or you can click on add and just write a new letter. 

You can add a new email by going to set up, email, add (whatever you want it to say), okay, fill in subject and then fill in body of email, click okay, click okay.  It's very simple.

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jhopkins6977

Thanks for the help, just don't have the correct security level. I will pass it on.

PLstorage

Is there a way to delete or mark as not used emails? There are some that are standard with SL, but we don't use them, and I'm trying to clean up the list a bit.

themage

There are some emails that can't be deleted. You could probably just edit some of them to be the emails you do use, though you will probably still have some that are just.. there.

teamcapitola

You would think the Email section would have a "used" checkbox like they do in the CRM setup; you can mark certain ones as being used and hide others rather then just deleting. 

That being said, we use a ton of email presets/templates and they are very very handy! You can also choose to embed any letter into the body of the email or have it send as an attachment (or both if you want) so it's easy to customize various often used emails.
Also sitelink keywords work in the email body too, if you want to make a custom email with tenant information