How do I create and edit a video meeting invitation e-mail template in SuperOffice CRM?

In SuperOffice, predefined e-mail invitations are sent when a person is invited to a video meeting. You can edit the video meeting invitation e-mail templates in Settings and Maintenance. Please follow the steps below to edit templates:

1. Click on Lists (1), select E-mail template option from the drop-down list, and in the list double-click the template, which you want to edit (3). 
   
   
    
   • The New meeting template is used when you create a new appointment.
      
   • The Changed meeting template is used when you make time changes to an already existing appointment.
      
   • The Cancelled meeting template is used when you delete an already existing appointment. 
     
     Note! The text of these templates will be used only if you select the option enabling sending e-mail invitations to the appointment participant. 
     
     
     
     You can also choose to send e-mail invitations to attendees for all meetings by default in personal preferences:
     
     

2. Click Edit to open a template editor.
   
   

3. Edit the invitation text. You can use all available template variables. The variable {burl} (1) inserts the link to your video meeting. When you are happy with the changes, click Save (2).
   
   

 

Note! 

1. To be able to send video meeting invitations and see received external invitations in your diary, you must have either SuperOffice Inbox or SuperOffice MailLink configured.
    
2. If you use SuperOffice MailLink to receive external invitations to video meetings, you must have Add / update appointment in SuperOffice when responding to invitations in Outlook (2), option selected in Invitations (1) section.
   
   

 

 

More information

Docs: Video Meetings for SuperOffice