Communications Module How Tos
Apply a Notification Template to Existing Accounts
To apply notification templates to existing accounts, go to the Account Settings Tab on the Setti...
Create a New Communications Templates
To create a new communication template, go to the Communication Templates Tab on the Settings Pag...
Create a New Module Level (Communications Module)
To create a new module level, go to the Module Levels Tab on the Settings Page of the Communicati...
Create a New Notification Template
Note: A default new user Notification Template already exists in the system. This template can be...
Edit Email Report / Alert Notification Settings for Existing Accounts
To edit email report / alert settings for existing accounts, go to the Account Settings Tab on th...
Edit New User Notification Templates
To edit new user notification templates, go to the Notification Templates Tab on the Settings Pag...
Set Up Additional Account Fields for Email Settings
To utilize the CC and BCC Email Settings on the Module Settings Tab of the Settings Page in the C...
Use a Communications Template when Sending Communications
To use a communications template, the template must first be created. WIKI LINK HOW TO: CREATE A ...