1. Navigate to Gear Icon > Company > Email Templates.
2. Click the "+" icon to create a new template.
3. Enter a Name for the template.
4. Select the Module where this template will be available.
5. Enter a default Subject line.
6. Compose the email Body using the rich text editor.
7. Click Save to create the template.

Yes, email templates can be modified at any time:

1. Navigate to Gear Icon > Company > Email Templates.
2. Click on the template you want to edit.
3. Make your changes to the name, subject, body, or module.
4. Click Save to update the template.

1. Navigate to Gear Icon > Company > Email Templates.
2. Locate the template you want to delete.
3. Click the Trash Can icon next to the template.

Merge fields are placeholders that automatically populate with record-specific data when the email is sent:

1. Select a Module in the template settings—this enables module-specific merge fields.
2. In the email body, position your cursor where you want the field.
3. Select the desired merge field from the Merge Fields dropdown.
4. The merge field placeholder will be inserted (e.g., {{ClientName}}).

When the email is sent, the placeholder is replaced with the actual data from the record.

The following modules have module-specific merge fields available:

• Clients - Company name, address, contact info
• Contacts - Name, email, phone, title
• Quotes - Quote number, amount, date, items
• Jobs - Job number, address, status, pricing
• Bids / CO Request - Bid details, contract info
• Contracts - Contract value, terms, dates
• Invoices - Invoice number, amount, line items
• Purchasing - PO details, vendor info
• Shipping - Shipping details, tracking
• Work Tickets - Ticket details, assignments

Yes, if a field exists in TRUE within a module, it can potentially be added as a merge field:

1. Click the "?" (Help) icon in the upper right corner of TRUE.
2. Select Request Support.
3. Submit a feature request describing the merge field you need and which module it should apply to.

1. Navigate to the eForm you want to send.
2. Click the Email button.
3. In the pop-out menu, click the Email Template dropdown.
4. Select your desired template from the list.
5. Review and customize the email as needed.
6. Click Send.

1. Navigate to the record (Lead, Quote, Job, etc.).
2. Click Notify Contact or Notify Client.
3. In the pop-out menu, click the Email Template dropdown.
4. Select your desired template.
5. Review and customize as needed.
6. Click Send.

Templates only appear in the modules they are assigned to. Check the following:

• Module assignment: Verify the template is assigned to the correct module in Email Templates settings.
• Record type: Ensure you're in a record that matches the template's module assignment.
• Template saved: Confirm the template was saved after creation or editing.