Details
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Type: New Feature
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Status: Open
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Priority: Major
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Resolution: Unresolved
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Affects Version/s: 3.2.0
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Fix Version/s: Short Term
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Component/s: Staff Interface
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Labels:None
Description
Allow custom client email templates to be created. Add a "Create Template" button in the "Client Emails" section only.
Templates created will have access to client related tags, for example the client contact details.
When creating a custom email template, request the following fields:
Name – This is the name for the template, required
Description – A description for the template, required
Then, all of the other fields currently present when editing an email template, with perhaps the exception of "Include any attachments".
Normal email templates cannot be deleted, however custom email templates should have a Delete option in the overview.