Maintaining Template Categories

Video Tutorial

With ConvallisCRM, you can organise your email templates into categories to make it easy to find the templates you require.

You can edit the Template Categories to your requirements. To do this click Administration, then click Maintain Lists, this will open the Maintain Lists dialogue, to maintain the Template Categories, click the tab labelled Template Categories.

To add a new Template Category click Add, this will open a new window where you can type in the name of your new Template Category. Once done click OK where it will save your new Template Category.

To delete a Template Category click Delete, which will open a message box to confirm the deletion, click Yes.

To edit the name click ... button, this will open a box where you can edit the name. Click OK after editing to save the changes.