Mail Template – Functional Guide

1. Introduction

The Mail Template module enables users to create and manage reusable email templates for various CRM entities. These templates streamline communication by providing pre-formatted email content that can be associated with different models like Leads, Contacts, and Opportunities.

2. Key Features and Functionalities

2.1 Mail Templates Overview

Purpose: Display all configured mail templates in a centralized view for easy management.

• Navigate to Settings > Mail > Mail Template
• The interface displays:
  • Template title (sortable)
  • Related Model (sortable)
  • Actions (Edit and Delete icons)
• Includes search functionality to quickly locate templates
• "New" button in the top-right to create templates

2.2 Creating a New Mail Template

Purpose: Create reusable email templates for different CRM entities.

Click the "New" button to open the "Create Mail Template" modal.

Form Fields:

• Template title: Enter a descriptive name for the template
• Subject: Subject of the mail.
• Related Model: Select the CRM entity type (optional dropdown)
  • Options: Lead, Contact, Opportunity, etc.
• Body: Rich text editor with formatting tools.

Click "Save Template" to finalize.

2.3 Managing Existing Templates

Purpose: Edit or remove mail templates as needed.

Each template row includes:

• Edit icon: Modify template content and settings
• Delete icon: Remove the template permanently

2.4 Template Detail View (Preview)

Purpose: View a rendered preview of the mail template content.

• Click on any template record in the list to open the detail view
• A modal displays the full visual preview of the email template.
• This preview reflects how the email will appear to the recipient, with live template variables shown in their placeholder form