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CCH Software User Documentation

Delete an Email Template - HTML format

1. From either the Find Contacts or Find Clients search screen, select Email templates from the Task Bar.

Mail Merge - task bar email templates.PNG

2. The Email Templates tab opens listing all templates, select the template by ticking on the tick box in the grid and clicking the Delete option from the Task Bar.

Mail Merge - email templates tab - delete.PNG

3. The following message appears. Click Yes on the Delete email template warning message to delete the template.

Mail Merge - email templates tab - delete message.PNG

 

 

 

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