Setting up bulk email default templates in SFM

How to set up Default Email Templates in SFM

Available from version v2.0.11.152 onwards.

SFM has the ability to save default email templates, complete with text and signature, for every type of document available in the system. The user can either use the text in the default template provided, or they can write or amend it as necessary.  

This feature is compatible when SFM is setup as SBS Mail or Microsoft Outlook.
This can be set from Current Year > Utilities > Company Maitnenance > Additional Details.

Users can view their saved default templates by going to Administration > Mail Templates. The saved templates will be listed in the top box.

Adding a Default Email Template

To add a default template for a transaction type, e.g. Sales Credit Note:
  1. Select a client from the Sales module that has such a transaction.
  2. Click on the 'Transactions Details' tab and select the transaction.


  3. Click on the Print icon and choose 'Re-Print Document'.


  4. In the next box, click 'Mail'.


  5. Close the resulting email screen.


  6. Go to Administration > Mail Templates. A new entry will display in the template list with the email template displayed in the email preview section.



Related Articles:

    • Related Articles

    • Adding a Signature to a Saved Default Email Template

      There are 2 ways to add a signature to a default template: When the same signature is to be used by all users. Go to Admnistration > Mail User Settings. Click 'Edit'. Copy the signature. Go to Administration > Mail Templates. Select the required ...

    • How to set up User Mail Settings in SFM

      Go to Administration > Mail User Settings. Click 'Insert record'. Select the required user from the User menu and click 'OK'. Next, enter the user's email in the Email field and click 'Post edit'. The entry in the list will be updated to include both ...

    • Error: Cannot send email through SFM

      PROBLEM Cannot send emails through SFM.  ENVIRONMENT SFM SOLUTION Company Maintenance Configuration From Menu, go Current Year > Utilities Go to Company Maintenance > Additional Details Edit record and change Email to Outlook from Mapi Registry ...

    • Error: Cannot send email through SIMS

      Problem The user tries to send a document from SIMS, but the email program does not open. Environment SIMS Solutions 1. Default Email Program Settings Go to Start in your Windows toolbar. Type 'Default' and click on the below: Then choose the default ...

    • Error: Cannot send email through SFS

      Problem When sending an export via email, the message "Error: 'C:\PROGRAM FILES (X86)\SHIREBURN\SFS\mail.dll not found'" is shown: Environment SFS Solution Set Outlook as Default Application for Mail Go to Start Type 'Default Apps' For Email, search ...