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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Edit a Templated Message

  • Updated:

Templated Messages are a good tool to address routine correspondence that generally requires the same response every time. This article will show you how to edit a templated message.

 

 

Instructions   

  1. Click the Profile Icon > Manage Organization.
    profile icon menu, manage organization.
  2. Select Templated Messages from the left-hand menu.
    left-hand menu, templated messages tab.
  3. Click the Action Menu > Edit for your desired Templated Message.
    action menu drop-down, edit.
  4. Make the necessary edits.
    templated message, body text box.
    • Name: The name of the Templated Message
      • Note: It is recommended that you name a Templated Message for its intended use (i.e., Holiday Closure, Thank You, Animal Requests, etc.).
    • Body: The content of the Templated Message
  5. Ensure that the Enabled checkbox is checked.
    enabled checkbox.
    • Note: This box must be checked for the Templated Message to be used. 
  6. Click Update.
    update button.

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