Mailings: Templates - Maintenance
This is used to create and maintain mailing templates that are used in mail merges. This is an HTML editor.
Layout / How To
This screen is a complex HTML editor. It is highly recommended that you get training from Support before using this screen.
The concept of this screen is to create a document which contains special ALMSys field names that will, when merged, show customer information.
All templates need to be saved into the ALMSysSQL\Documents folder. This is very important.
Although this screen can import RTF documents, it is NOT recommended to do so. You are better off starting from scratch, as the underlying HTML tagging is a bit "wild" when importing RTF. (Please trust me on this one!)
Templates may be used for sending e-mails or for printing mailings. If you are intending to print a merge from this template, you might not want to set a document background color as that will print as well....and waste a bunch of ink/toner.
With this editor, you can:
Insert pictures, such as your logo
Set background colors
Perform full document editing, much like a word processor
Margins & Contact History
You may control the printed margins and the contact history settings by clicking the Margins & Contact History button. Margins are set in inches.
For this template, you may specify whether a contact history record is written when a mailing is printed, e-mailed, or both. You must seek help from ALMSys Support for the remaining contact history settings.
If the Merge and Send E-Mail button is used and the template is marked to write a contact history record when e-mailed, then a contact history record will be written if the e-mail is actually sent.