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In the Email window, the Mode field controls the type (text or HTML) of the Email text.
You can work with text modules or HTML templates in the Email.

The HTML templates can also be used for sending emails via CargoCom.

Search opens depending on button Text module

The search window will be opened depending on the mode:

  • HTML mode - search window for new Email templates

  • Text mode - Text modules search window

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Contents

Table of Contents

Basic data




HTML mode shows formatting bar

Selecting HTML mode displays a formatting bar in the Email tab that is not available in Text mode.

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You are able to

  • change the font type,
  • modify size or color of the text or
  • make the text bold, italic, etc.


Note
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The text format will be lost as soon as you change back to the TEXT mode.




Use HTML formatting from basic data Email templates

Drag template via text modules button

  • Select the Text modules button in the email to display the email templates from the master data.

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  • Template text, placeholders and formatting are displayed in the text box and the placeholders are filled with data from the order.

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Template was assigned to a form

If the email/HTML template has already been included into the selected form, there is no need to use the Text modules button - the template will be displayed immediately in the text field.

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