using custom email templates

[snake]

OK so I have created several custom email templates, but I cannot find how to use them.

When I choose to send a new email from the customer summary page, my templates do not show up in the drop down list ?

So how can use custom templates to send emails ?

[WHMCS Ryan]

Hello snake,

 

The drop down menu in the customer profile is actually for saved messages, not email templates. If you want your email to appear in the drop down menu, first start with a new message and then create the message how you would like and select the radio button to save the message. Name it appropriately and then look for that message in the drop down menu in the client profile.

 

--Thanks

[brian!]

Hi snake,

 

http://forum.whmcs.com/showthread.php?88411-Customized-email-not-showing-in-email-drop-down-on-client-summary-page&p=374858#post374858

 

the drop-down in the "Summary" client only shows the "General" email templates - both system-supplied and your custom ones...

 

Product emails can be sent from the "Products/Services" tab in the clients profile (drop-down at the bottom of the page); similarly, Invoice emails can be sent from the "Invoices" tab when you view an invoice.

 

any custom templates you've written should be available to send from the drop-downs in one of those sections.

[snake]

Thanks Brain, ironic that you got it right and WHMCS support got it wrong LOL!

 

So in which case I need to move all these custom emails I have put under "products" and move them under "General" so I can send them from the profile screen.

I cannot send it from the product screen as they are instructions for using services rather than products, such a "VPN Instructions" for example, which takes values from client custom fields.

 

The problem now is I cannot see how to move the templates to a different category, there is no drop down if I edit the template.

[brian!]

Thanks Brian, ironic that you got it right and WHMCS support got it wrong LOL!

to quote from the UK version of House of Cards - "you might very well think that, I couldn't possibly comment!"

 

in fairness to Ryan, i've given answers to questions that weren't quite the ones being asked - not often, but it's easily done.

 

So in which case I need to move all these custom emails I have put under "products" and move them under "General" so I can send them from the profile screen.

I cannot send it from the product screen as they are instructions for using services rather than products, such a "VPN Instructions" for example, which takes values from client custom fields.

 

The problem now is I cannot see how to move the templates to a different category, there is no drop down if I edit the template.

there are two ways that I can think of - as you say, I don't think you can move them in the admin area, so the way to do it (if you want to do so via the admin area) would be to recreate them in the appropriate section - e.g., have two windows open and copy & paste between them.

 

the other way would be to manually edit the database - make a backup of the db before you even attempt this, but if you take a look at the tblemailtemplates database table in myphpadmin or similar, you'll see something similar to this..

 

 

in the 'type' column, you'll see that the entries contain the particular section for each template.

 

e.g 119 is a support email and is shown in the support section on the email templates page - if you were to manually change that entry to "general", and then refreshed the admin area email template page, it will be moved to the "general" section.

 

the only quirk I found about this, is once you've changed the 'type' entry, that template then can't be deleted via the admin area - though it can be easily removed directly from the database using phpmyadmin.

 

if you only have a few that you wish to move, then i'd probably suggest the two window solution and copy & paste between them.