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ourerp.org/notification-templates Settings Notification Templates Our ERP · blueprint preview

Customizes the email and SMS message content sent automatically for business, customer and supplier events; the WhatsApp tab holds all WhatsApp settings.

Notification Templates lets you edit the subject and body text sent for a set of predefined events, grouped into General notifications (business-level events), Customer notifications, and Supplier notifications; installed modules can contribute additional customer/supplier notification types to these lists. It requires the send_notification permission.

The Email & SMS sub-item (with its Client / User notifications tabs) gives each template an Email Body and SMS Body, an Auto Send toggle per channel and optional CC/BCC email addresses. Saving submits every template's data together in one request, updating or creating a stored template per business per notification type. The WhatsApp sub-item of Notification Templates in the sidebar (shown when the CRM module is installed) holds the WhatsApp text per event, the Meta templates, engine templates and the number behaviour — see the WhatsApp Settings page.

Step-by-step Workflow

  1. Open Notification TemplatesGo to Settings > Notification Templates.
  2. Choose a categoryReview General, Customer or Supplier notification types.
  3. Edit the messageUpdate the subject and email/SMS/WhatsApp body text for an event.
  4. Enable auto-sendToggle automatic sending per channel for that event.
  5. Set CC/BCCAdd any addresses that should also receive the email.
  6. Save all templatesSubmit the form to store every edited template.