Message Templates

This screen is used for managing message templates.

Message templates create predefined messages for frequently sent communications in business management, speeding up and simplifying your processes.

For example, you can use the templates you prepared for routine messages such as project status updates, meeting reminders, or important announcements as message templates when sending messages, providing quick and consistent communication. This saves time and increases efficiency in your business processes.

Message Templates Screen Definitions

• Template Name: The name of the message template.
• Template Title: The title of the template.
• Template Content: The message text.

Adding a New Message Template

• Click the Add New Record button.
• In the form that opens, fill in the Template Name, Template Title, and Template Content fields. For example:
  • Template Name: Birthday
  • Template Title: Birthday Message
  • Template Content:

    Dear {#EMPFULLNAME},
    
    We wish you a very happy birthday.
    May your new age bring you health, happiness, and success.
    
    Best regards,
    Worksoft Software
• Click the Save button to create the message template.

Editing a Message Template

• Find the template in the list.
• Click the Edit icon in the relevant row to view or edit the details of the template.
• Make the necessary adjustments and click the Save button to save the changes.

Deleting a Template

• Find the template in the list.
• Click the Delete icon in the relevant row to delete the template.