E-Mail Templates

This was introduced in version 2.51C of Dimensions to allow sales statements and bulk sending of Sales Order Invoices. In later versions sending Purchase Orders and Remittance advice Documents were added.
To use this feature SMTP must be configured on the database and the user sending the template.
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The Feature is accessible from the System, Email Template menu option.
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You can add fields to the message, e.g. Dear , and once created, you can set the template as a default against an individual Customer. Email Templates provides extended functionality, especially if you use Web-based email without an email software application such as Outlook.
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Toolbar
The toolbar contains the standard record controls: Insert, Edit, Delete, and Duplicate. When you have created your template, you should select OK to save, or Cancel to abandon any changes and close the form.
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Record pane
Name - You should give your template a unique Name. Saved templates are shown in the left-hand list pane.
Plain Text / HTML - Decide whether the email will be Plain Text or HTML. Plain Text should be selected when you desire simple, character-only, static text. HTML should be selected when you want to use formatting such as fonts, colours, or images, or where you want to add dynamic content such as .
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Type - Choose either SOP Invoice or Sales Statement from the menu. Each template can only be associated with one Type, although each Type can have multiple related templates.
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Default - you can choose one template of each type to be the Default template.
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Subject - Here you can specify the contents of your email.
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Body - If you have selected Plain Text then what you type in this textbox is what will be sent when you choose this template. Alternatively, if you have selected HTML, you should click the Body field to open the separate HTML Editor window, which presents you with a number of formatting and editing tools, including the ability to Insert Field from the underlying database (e.g. Customer Name), based on your Type selection.
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Please be aware If you are not using SMTP email templates then the same signature is used in the email body for all emails and this is hard coded.
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Should you need further assistance with this, please raise a new case online and reference the title of this article.