Configuring Message Templates

A message template is a pre-designed format used to standardize and streamline communication within a system. It typically includes a title and predefined message content that can be quickly customized and sent out as needed. Steps to create a Message Template:

• Create a New Message Template: Click on the "+ New Message Template" button to start creating a new template.

• Select Record Type: Begin by choosing the record type for which you want to create the message template.

• Add Title: Enter a descriptive title for your message template in the designated field.

• Enter the Message: Write the content of your message in the message field.

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