Setting up email templates in your CRM / PM is vital for receiving proper notifications of events as they occur within the system. Please hover over a number to read the corresponding help text.

• Template Name
  This name will only show in the backend list and serves merely as an identifier.
• Category
  This category defines where the email will be assigned.
• Action
  This will define the 'trigger' when the email will be sent.
• Body
  This is the body of the email to be sent. HTML is acceptable. All variables will be replaced prior to sending.

Email Variables are unique to the 'category' (Number 2 in the image above). These values are AJAX loaded and can be placed in the email body (Number 5).

Additional Details:

Some additional facts to be made note of at this point:

• Action is a trigger for when email will be sent. Notice in the case of quotes and invoices the additional triggers, Accept and Deny, are available.
• The NEW emails will be triggered when any item is saved.
  
• The Update email will be triggered whenever an item is saved (and is not new).
• The Remind email will be sent whenever you choose the "remind" tab located on each object.