Email Templates - where are they?

💬 General Discussion
1

Hello again…
I wanted to access the ‘out of the box’ emails that are sent.
I would like to turn off the one used when a new Project Task is created and also edit the content of others.
Thanks for reading and any help is appreciated.
Cheers,
Carl

2

Hi Carl,

You can’t edit these templates within the CRM, you would have to dig into the code in the core module, which would mean making non-upgrade safe changes.

Thanks,

Will.

1 Like
3

Bummer I don’t seem to be having much luck trying to adapt the project module to a claims management system

4

Sorry some of my message didn’t post

Thanks for your quick reply

Cheers

Carl

5

Hi Will,

By making making non-upgrade safe changes does this simply mean when I upgrade any changes made to the code will be lost. That is, I can simply change the code again and things will continue to operate.

I am wanting to add a Project dashlet and also add Project Tasks to the calendar.

Thanks for any assistance and direction.

Cheers,

Carl