Communication Templates
Communication Templates store standard blocks of text used when sending letters, emails and notices to contacts. Templates save time by providing pre-written content for common communications — payment reminder letters, AGM notices, welcome emails and more — which can then be personalised for each recipient via mail merge.
Each template has a title, a type (indicating the kind of communication it’s used for), and a content body. Templates can be organised hierarchically using the parent relationship to group variants of the same communication.
List View
Section titled “List View”
| Column | Type | Description |
|---|---|---|
| Title | text | The name of this communication template. |
| Content | richText | The body content of this template — used as the default text when sending communications. |
| Type | picklist | The type of communication this template is used for (e.g. email, letter, notice). |
| Parent | picklist | The parent template this is a variant of, if applicable. |
Detail View
Section titled “Detail View”
| Field | Type | Description |
|---|---|---|
| Title | text | The name of this communication template. |
| Content | richText | The body content of this template — used as the default text when sending communications. |
| Type | picklist | The type of communication this template is used for (e.g. email, letter, notice). |
| Parent | picklist | The parent template this is a variant of, if applicable. |