Creating email templates
You can create your own templates to use when creating emails from SuperOffice CRM. Follow these steps:
Create a new email using for example Outlook Express. If you use standard document template variables, enclosed them in braces like this:
{name}.Save the file in .oft format, but set the extension to be .somail. For example, my-mail.somail.
Move the file to the \so_arc\template folder.
Open Settings and maintenance.
Open the Lists screen.
Choose the Items tab.
Click the arrow and select Document template from the List dropdown.
Click the Add button
below the Items list.In the dialog, enter the required name of the template in the mandatory Name field.
In the File name field, click the arrow
and select the .somail file you just created.In the Direction field, click the arrow
and choose Outgoing from the dropdown.In the Record type field, click the arrow
and choose Email.In the Document plugin field, select the program to be used to display the document by clicking the arrow
and selecting from the dropdown.In the Intention field, click the arrow
and select one of the predefined options from the dropdown. These items are used in connection with status monitors in SuperOffice CRM (requires a SAINT licence).Check the Publish box to allow a user to select, in the Document dialog, that the document template in question should be made available to external users.
Specify the default setting for the Our reference (default) field using template variables, for example {auth} for the sender's first and last names.
In the Save to database field, choose No.
In the Registry Open Key field, enter SoMailParser.exe.
Optionally, type in a description of the email template in the Description field.
Click OK. The template is added as a separate item in the Items list.
Click Save.
You may now create new emails from SuperOffice CRM using this template.