The HTML Editor module in the PC Client allows users to create templates for mail merging. The mail merge function is available from any record in Centerbase, so there are multiple places where these templates are needed. One specific example would be emailing bills.
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Under the reports tab, click HTML Editor and a New Editor file will open. You can either open an existing template or create a new one. To create a new template, simply start typing the desired text. From the Insert menu, select Field to select the desired item type (matter, bill, etc.). Once you have chosen an item, the editor will then present a list of all the fields available on that item. When the mail merge is run from a record, these are the fields that will be auto-filled by that record’s data. |
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Once the template is finished, File > Save As allows you to name the template, specify the email subject line, sender name and email address. If sender name and email address are left blank, the template will use the current user’s information (defined in the user settings). |
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These templates can always be revised as necessary by choosing File > Open.
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