New Configuration - Email Template Management

Creating email templates

This section allows you to create and edit notifications and email templates.

Navigate to Settings / New Configuration / Email Template Management to start creating your own templates.

1) Choose the owner of the template 

You can only choose the owner either Licensee or Practice. 

2) Choose the template that you would like to create or edit

3) Choose the note type as per the dropdown

Once you have chosen the owner, templates, and note type, you can start creating the template by clicking on create template button.

Once you click on create template, you can start creating your template. 

Refer to the explanation below.

1) You can enter the template/subject name and change the note type when you need to.

2) These are minicodes that you can incorporate in terms of the body of the template.

If you can't find the minicode that you require, please kindly contact our support team.

3) You can start entering the body of the template and incorporate minicodes.

If you are unsure or have any questions, please do not hesitate to contact our support line on 1300 882 938 or info@midwinter.com.au

• Related Articles

• New Configuration - Custom Field Management

  The Custom Field Management section of AdviceOS allows you to create customised fields within certain areas of AdviceOS that may be relevant or specific to your Practice or Dealergroup. This is generally information that you want to capture about ...

• New Configuration - Client Folders

  Overview This area of AdviceOS allows you to add and name new folders and sub folders for document storage within Client Records. This ensures that each client has the same folder structure for easy access to documents and consistent management. At ...

• New Configuration - User Email Signatures

  Accessing Email Signature Page Hover of the main menu (1), hover over settings (2) and select User Email Signatures (3): When first entering this tab the page will appear like so: Inputting Your Email Signature into AdviceOS First select the user you ...

• Email Functionality

  Purpose of Email Functionality In AdviceOS Midwinter understands that no financial planning software will be able to match the capabilities of an established email system such as Outlook or Gmail. Consequently, the email functionality within AdviceOS ...

• Task and Workflow Configuration - Task Templates

  This section of AdviceOS allows you to create templates for any tasks you want your office to have available. Once a task template has been designed and saved here, it will be accessible for your staff to use for any clients as required. These tasks ...