Naming the Email Manager profile

Naming the Email Manager profile

The first thing to do when creating a new Email Manager Profile is to give it a name.  It is a good idea to name the profile according to some sort of naming convention that will allow easy and intuitive understanding of what it does.

For example:

You may call a profile that creates new jobs something like…

  • Log job - SQL Server errors
  • Log job - Reset password
  • Log job - New employee setup

You may call a profile that updates existing jobs something like…

  • Update job - General client response
  • Update job - OK to close job

The next step is to classify the profile with an appropriate code.   This will assist when searching, filtering and updating your Email Manager profiles. Use the drop-down box to select an appropriate code. 

These are administered via the System Codes screen.