Specifying the EmailPlus rule definition

Specify the EmailPlus rule definition on the EmailPlus Rule tab.

Procedure

  1. On the EmailPlusRule record, click the EmailPlus Rule tab.
  2. Select the record type that the rule applies to from the Record Type list.
  3. Select the template associated with the rule from the Template list.
  4. Enter a name for the rule in the Name field.
  5. Select Is Active to enable the rule.
Parent topic: Creating EmailPlus rules