Message Templates Ribbon

The message templates ribbon contains buttons for accessing the individual system-generated messages and for working with the global template. You can view the live global template, edit and deploy the global template, and deploy the entire set of messages and the global templates across all interfaces at the same time.

Note: The buttons on the message templates ribbon are inactive until you select the interface you want to customize.

Some buttons apply only to the global template while others apply to the system-generated messages. Those differences as well as the buttons available on the message templates ribbon are described in this table.

Group/Button	Description
Save	The buttons in this group commit changes to the database for the global templates as well as the messages across all interfaces.
Save	Click this button to commit pending changes and keep the editor open.
Save and Close	Click this button to commit pending changes and close the Message Templates editor.
Actions
Refresh	Click this button to abandon pending changes and reload the most recently saved version. This button applies to the global template as well as the messages.
Show	The buttons in this group let you switch between the different message types that are available.
Administrator Notifications	Click this button to open the categories for administrator notifications.
Administrator Emails	Click this button to open the categories for administrator email messages.
Contact Emails	Click this button to open the categories for contact email messages.
Print Pages	Click this button to open the print templates available for viewing records and items from the agent desktop as well as printing hard copies of incidents, answers, tasks, organizations, contacts, opportunities, and quotes.
Global Template	The buttons in this group apply to the global template that is used to apply a standard look and feel across all of your messages.
Edit Template	Click this button to open the global template.
View Live Template	Click this button to view the most recently deployed global template. Before you click the Deploy Template button, View Live Template displays the active version that has been deployed on your site. After you click the Deploy Template button, the version you are editing displays. However, it has yet to be committed to the database.
Deploy Template	Click this button to deploy the edited version of your global template. At this point, the deployed version is applied to the entire set of messages. Keep in mind that you have not committed this version to the database. Note: You must click Save to commit your deployed version to the database. After you save, your global template is active.
Edit	The buttons in this group define the mode (either design or source) in which the global template and the entire set of messages open on the HTML editor.
Design	Click this button to set the global template and the messages to open in design mode on the HTML editor. This is the default mode.
Source	Click this button to set the global template and the messages to show the source code on the HTML editor.
Proofing
Spelling	Click this button to spell check the global template.
Deploy
Deploy All	Click this button to deploy the global templates as well as the entire set of messages across all interfaces at the same time. Note: You must save after clicking the Deploy All button to commit your edits to the database.