Setup a Default Communication Layout

Modified on Tue, 24 Feb at 2:55 AM

Summary

This article explains how to set up the layout and formatting for a default communication in the Communication Module using the Communication Type

End Result

The default layout will be set ready to use in Communication Maintenance each time a Communication is sent. 

Method

1.Go to Development > Communication Types Maintenance > Add - Fill in the default requirements for your communication type

2.Select the Default Email Notification Layout... Button

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3. In the Notification Layout Editor Window you can select to work in either Plain Text or HTML, Add Merge fields - There is also an option to load a HTML file if you have one

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4. When you are ready to send out an email using that template go to

Development > Communication Maintenance >  Select Communication and Update the Type to the newly created Type

You can use this type on pre-existing Communications or create a new communication specifically to match the type.

 

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Considerations

You may wish to limit users who can update the Communication Types -
This can be done via System --> Group User Security - DEV | CommunicationTypes | Maint

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