Email Templates

The Email templates page shows a list of email templates used for standard email notifications in your company's SuiteProjects Pro account.

Note:

The Custom Email Notifications optional feature is often enabled for new SuiteProjects Pro accounts as it offers more control and flexibility for email notifications. For more information, see Notifications.

You should enable the Custom Email Notifications feature and disable standard email notifications, if you are still using the latter on your account.

Email templates are only used for standard email notifications. When disabling standard notifications, you should disable email templates for the same record types, if email templates are supported for the record type. See Disabling Standard Email Notifications and Email Templates.

Navigation

Administration > Global settings > Display > Email templates

Creating an Email Template

If you are using standard email notifications, you can create email templates and customize the subject line and body of the email to include the information required.

To create an email template:

Go to Administration > Global settings > Display > Email templates.
Click the create button and select New <object-type> email template, where <object-type> is the type of object associated with this notification.

The Email template form appears
Enter a Name for the email template.
Select a Template type. The template type options give a short description of the action required or of the event triggering the notification. They vary depended on the type of object associated with the notification.
Enter an Email subject. Your Email subject string is appended to the standard email notification subject line. You can enter a combination of free form text and field value variables. Field value variables are replaced the field value for the associated object when the email notification is triggered .
Enter an Email body. You can enter a combination of free form text and field values.

To add a field value variable in the Email subject or body:
1. Select a Field.
  
  The code for the field value variable appears in the text box under the Field dropdown.
2. Copy and paste the code for the field value variable in the Email subject or body.
Enter Notes to describe the email template and its purpose, if required.
Check the Active box. You can only have one active template for each object type and template combination. Checking this box deactivates any email templates of the same type for the same object type.
Click Save.