1. Navigate to Gear Icon > Company > Message Templates.
2. Click the "+" icon to create a new template.
3. Enter a descriptive Name for the template.
4. Select the Module where this template will be used.
5. Compose your message in the Body field.
6. Insert merge fields as needed from the available list.

Yes, you can edit any existing message template:

1. Navigate to Gear Icon > Company > Message Templates.
2. Select the template you want to modify from the list.
3. Update the name, module, or body content as needed.
4. Changes are saved automatically.

1. Navigate to Gear Icon > Company > Message Templates.
2. Click the trash icon next to the template you want to remove.

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

1. First, select the Module for your template to load available merge fields.
2. Position your cursor in the Body where you want the field.
3. Click on the desired merge field from the list to insert it.
4. The merge field appears as a placeholder (e.g., {{FirstName}}) and will be replaced with actual data when sent.

The following modules have module-specific merge fields available for message templates:

• Leads/Contacts - Contact information, company details
• Quotes - Quote number, amounts, dates
• Jobs - Job details, addresses, scheduling
• Work Tickets - Ticket information, service details

Yes, if the field exists in TRUE within the module, new merge fields can be added:

1. Click the "?" icon in TRUE.
2. Select Request Support.
3. Submit a feature request specifying the module and field you need as a merge field.

1. Navigate to the eForm you want to send via text message.
2. Click the eSign button and select Generate Link.
3. In the pop-out menu, locate the Message Template option.
4. Choose your template from the drop-down list.
5. Make any additional edits to the message if needed.
6. Press Send to deliver the text message with the eForm link.

1. Navigate to the record (Leads, Quotes, Jobs, etc.).
2. Click the Notify Contact or Notify Client button.
3. Select the Text option.
4. In the pop-out menu, find the Message Template field.
5. Choose your template from the drop-down list.
6. Review, edit if needed, and press Send.

Message Templates are for SMS/text messages and are typically shorter, plain-text communications sent to mobile phones. Email Templates are for email communications and support rich formatting, HTML content, images, and longer content. Both support merge fields but are configured separately and used in different communication channels.