How to Customize E-Mail Text of the Output Channel

[suman_saurabh]

You want to change the standard E-mail texts from the Sales Quote Output.

1. Go to the Sales work center.


2. Go to the Sales Quotes view.


3. Select & open any sales quote.


4. Go to the Output tab.


5. Click on Actions -> Edit Output Settings.


6. Go to the E-Mail Text tab where you find the standard E-Mail text.

 



You can create your own HTML template to change the standard text of the Sales Quote Output & Replace the standard template with your customized template.

Steps to create an HTML template:

1. Open a Notepad.


2. Enter the e-mail text as per your requirement.


3. Click on Save as.


4. Save the file with .html extension

Steps to upload the HTML template:

1. Go to Application and User Management in Silverlight UI.


2. Select Form Template Maintenance view.


3. Select the form (Sales Quote) for which you want to change the e-mail text.


4. Click on Actions and select the Created e-mail template.


5. Browse and select the e-mail template that you have created (.html file) and click on Ok.

Now when you open the Sales Quote "Edit Output Settings" you will be able to see the changed e-mail texts (i.e from Custom Template created).