The Email Template List prints a report that includes information about each email template. By default, the template's name and description are included on the list. You can optionally include detail template information and/or the clients assigned to the template.

The Email Template List window can also be accessed by clicking the button on the toolbar of the Email Templates window.

Template ID

Enter the range of email template IDs you want included. If you only want to include one email template, enter the email template ID in both the beginning and ending range fields. If you change the beginning range field, the ending range will default to the value entered in the beginning range.

The button can be used to open the Email Template Lookup window that allows you to view a list of email templates and select an email template by double-clicking it.

Include Detail Template Information

Select this check box if you want to include all of the contents of the Email Template, including the Template ID, Description, whether it is the default template, From Name, From Address, Reply to Address, Cc Recipients, Bcc Recipients, Subject, and Body. The detail includes all fields provided in the window.

Clear this check box if you do not want the detail information included in the list. A summary list that includes only the Template ID, Description, and whether it is the default template will be printed.

Include Clients Assigned to Each Template

Select this check box if you want a list of clients who have been assigned to the email template. Clients are assigned an email template in the Bill To Record window through the Statement Delivery Options table in the Client file. Each client's Client ID, Client Name, and Work Description will be included in the list.

Clear this check box if you do not want the associated clients included in the list.

The OK button will display the Print dialog box.

The Cancel button will close the window without printing the list.

See also: Tabs3 Sample Reports