Administrators can create Communication Templates which are pre-populated blocks of text.

During Account Communication entry, users can choose a template to have that pre-populated text automatically inserted into the communication entry which can then be updated.

Administrators: How to Create Communication Templates

To manage Communication Templates:

  1. Click on My Account in the top-right and then Manage in the left navigation.
  2. In the left navigation click on the Manage Communications Templates link
  3. Create a new Template or click on an existing Template to edit.