In Action types, you decide per type of item which template SpinOffice uses by default. For example: every new email gets the template with your house style, and a reply gets a simpler template. This applies to everyone in your organization.
Only users with the SpinOfficeAdmin right can change Action types.
How to set it up
- Go to ☰ > Administration > Action types.
- Click the pencil next to the type you want to change.
- Choose the template and save.
The action types
| Type | When |
|---|---|
| Email out | You create a new email. |
| Reply | You reply to an email. |
| Forward | You forward an email. |
| Memo | You create a memo. |
| Inbound call and Outbound call | You record an incoming or outgoing phone call. |
| Agenda | You create an appointment. |
Does it say - None -? Then that item starts without a template. Under Items you see how many items of that type there are.
Tips
- For Reply and Forward, use a template with a Content block. That way you have room to type straight away. Read Adding the Content field to your email template
- A user can choose a different default template for themselves. Read Using an email template
Read also: Creating and editing email templates
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