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Define Email Template Groups
Define email
template groups:
- Click CAMS Manager
>Lookup Table Options >Email Templates to open the Email
Template Setup window.
- In the Email Template Group Definition form, right-click
in the data grid to bring up a new entry form.
- Select the Module
from the drop-down list. This, along with the Organizational Unit,
entry will determine what list of available templates the user will
see.
- Select appropriate Organizational
Unit. Like the Module selection, this value will determine
to what templates the user has access. For instance, if you are working
with Prospect Activities, you will see those that fall under the category
of Admissions (Module)-Prospect (Organizational Unit).
Likewise, the user must have access to Admissions
>Prospect.
- Enter a Group Name.
Use this field to describe your group of templates. The naming convention
is up to you and is limitless. Use identifying labels that are meaningful
to your institution.
- Click OK to
save entry or Cancel to exit
without saving.
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