Customer Relationship Management made simple ConvallisCRM

Creating & Maintaining Email Template Categories

Video Tutorial

With ConvallisCRM, you can organise your email templates into categories to make it easier to find the templates you need.

You can edit the Email Template Categories as required. To do this click Administration, then click Maintain Lists, this will open the Maintain Lists box, to maintain the Email Template Categories, click the row labelled Email Template Categories.

Email Categories

To add a new Email Template Category click Add, this will open a new window where you can type in the name of your new Email Template Category. Once you have finished click OK where it will save your new Email Template Category.

To delete an Email Template Category click the red cross, which will open a message box, to confirm the deletion, click Yes.

To edit the name of the category click Edit button, this will open a box where you can edit the name. Click OK after editing to save the changes.

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