Bid adieu to your currency and number formats worries. Vtiger allows you to configure these details right from the Print Template. Specify preferred currency, number system, decimal separator, digit grouping separator, and much much more. Do you know - you can even choose to truncate the number of zeros after the decimal? You can effortlessly access your print templates through different modules, workflow email tasks, and the customer portal. Documents Templates Appointment Pages. Inbox Quotes.
User Management Approvals Workflows. See all features. Sales Engagement Inbox Quotes. Administration User Management Approvals Workflows. When you finish please save the email template using button. Please refer to following chapters related to details about editing email templates and using available fields or blocks in your email templates.
Although you can start with blank template, it is also possible to select one of predefined themes or create your own EMAIL Maker theme. In order to create new theme click on in the ListView, or click on and then select. In the window List themes you can edit, duplicate or delete your own templates using icons.
The intention of the using themes is to have same email design i. In addition the email themes save your time for creation of the new email template. Please note that the email themes are common for all email templates, i. Therefore the EditView of Email theme consists of following tabs see picture :.
Using above mentioned tabs and related fields, images, tables, etc. This theme can be reused anytime for your new email templates. Images can improve the design of your email templates. So, if you would like to insert image please provide following steps:.
The tables are inseparable component of many documents. Similarly to images, tables can be inserted into your templates in few simple steps:. After that the table is inserted into the template and you can write some text, insert all available fields from chosen and related Modules or add some images into the new table.
You can also make some design adjustments like bold text, underline, etc. The product blocks are simple but powerful parts of your email templates. Below you can find simple example where invoice contains three products which are automatically seen in the final mail. Next chapter describes how to create your own product block. In addition, we also introduced some default product block templates as well as tool for managing them Product block templates.
You can find Product block tab in EditView which allows inserting, editing and creating of product blocks. In case that product block templates are not sufficient for you, it is easy to create your own product block:.
There is also the option to create a separate Block for Products and for Services. To create separate Block please provide following steps:. There are already created product block templates which you can insert from product block tab and later edit if needed. These templates are available only for modules Invoices, Quotes, Sales Order and Purchase Order that displays product block.
The product block templates created within product block tool 9. You can simply add the whole product block template into your template by:. When the product block template is inserted you can modify it according to your needs. How to add Tax block click to open guide. How to add Charges block click to open guide. You can create related blocks for modules based on each more information module and use it inside email template. Please refer to next chapters to see how to create, insert and edit related blocks.
As you can see in the picture below, you can simply insert, create, edit or delete related blocks using buttons in Properties tab. In order to do it:. As you can see in the next picture, 5 steps are necessary to create the related block. In this window also all related entity modules for primary module are shown.
First step is to select one related module from the available list 1. Second step is to select the fields to show in generated Email template. These fields can be selected from the related modules. It is possible to change an order of the fields and delete it if necessary. Click on to continue. In step 3, we can specify the conditions to filter the results in the template. We can specify conditions in standard or advanced filters. Within step 4 define fields used for sorting and type of sorting, i.
You can define more fields for sorting. Continue to final step via button. As can be seen in the next picture, related block in form of table is created. Please, write the Name 1. If the related block is created you can continue with editing your template. In order to insert related block provide following actions:. In case you need to send via email the output of the several records within one mail you can use ListView block. Within this block you can simply set which fields of the records you would like to send.
Please refer to below picture which shows simple example of the email consists of list of invoices and related few fields invoice number, invoice date, status etc. Firstly in the Email Maker EditView:. Provide additional edit steps and save the template. ListView block template can be set as default only for ListView; for DetailView it is not applicable.
The email template can contain attached documents. This feature is useful in case you often need to attach additional documents into your emails. It could save your time or avoid to forget attach important documents. Go to DetailView of the email template and you will see Documents tab. Click on. Select one or more documents and confirm selection by button. In case you want to delete the attached document just click on icon. The intention of the labels is saving time and effort for creating email templates.
As it was described in chapter Labels, labels can be inserted into templates via Labels tab. In order to insert any global related label or module related label just click on Labels tab, select from dropdown list any label and click on button.
Please refer to example below used for sending invoice information. Instead of having two or more templates the labels are used as much as possible. So it is not necessary to create duplicate templates for another language, just use labels and select language before Compose email window.
If the global and module related labels are not sufficient for you, it is possible to define self-defined labels. In order to define self-defined please follow instructions described in the chapter Self-defined labels.
This setup gives you the opportunity to set the email subject according to your needs. You can combine strings, module variables and some standard variables like Current date.
Dropdown list for email subject depends on primary module as can be seen below. In order to fix it, we need to change the CharSet in two files, please follow next instructions:. You can set status as active or inactive for each template.
Please take into account that this can be set separately per logged user, it means this setting is not global. The inactive templates will not appear in the list of available templates in the Email maker window. You can find status of existing templates in:. The particular EMAIL template can be set as default by a logged user, it means this setting is not global. This default template is specific to that user and to that module.
It means that different users can set their own default templates for each module separately. It is possible to define template as default for DetailView and default for ListView separately. Display conditions part allows set conditions when template is shown or hidden. If you want to show template without ban, leave conditions empty. There is option to show template if conditions are true or hide templates if conditions are true.
In Conditions tab you can choose if you want that all conditions must be met or At least one of the conditions must be met. You can add or delete conditions. Click on button to send email. The problem with the timezone can be solved, changing the timezone inside the preferences of each user, because every user can have differente timezones, that setting overrides the default.
Please feel free to get back for any concern regarding your vtiger instance. Regards, Vivek Mahatma 9. Sign In or Register to comment. Market, sell, and support across the customer journey. A Low-code platform within CRM.
Video Conferencing Integration. Take actions at the right time and stay ahead of the curve. Actions works like your own personal assistant reminding you of all the work-related activities from time to time.
Do away with setting up reminders. The My Actions tab lists all your calls, meetings, and tasks sorted according to urgency, so you do not miss out on them. Tick off completed activities directly from the notification. Keep your discussions transparent with Mentions. Mention your teammates, get the conversation history, reply to your mentions, and close conversations directly from Actions page. Search for mentions by filtering them by keywords, users, etc.
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