Customise your message templates in Comms

Comms holds the message templates that CRM and Inventory use to email your customers. Open it at comms.tinkari.com and sign in with your Tinkari account.

Your templates

Templates lists the templates that belong to your organisation. If you belong to more than one organisation, use Select Organisation first.

From each template you can:
- Edit it
- Duplicate it - handy for several versions, such as two kinds of invoice
- Delete it

Add one from the gallery

1. Open Gallery.
2. Browse the ready-made templates, grouped by category (Generic, Repairs and Gardening).
3. Choose Add to my templates.

You get your own copy that you can change freely, and changing it never affects anyone else's.

Start from blank

You can also create a new template of your own and write it from scratch.

Edit a template

1. Open the template.
2. Set the Template name and the Subject line.
3. Write the message in the editor.
4. Use the Merge fields list to see what can be inserted.
5. Use the preview to see how it will look.
6. Save. The page warns you if you have unsaved changes.

Renaming a template changes its identifier, so anything that pointed at the old name (such as a stage's message setting in CRM) needs updating.

Use it

Once saved, your template can be chosen in CRM - for a stage's Message on entry or when sending an invoice. See Send messages to customers from a job.