Text editor buttons

Use the Sage CRM text editor to format the body of a mail merge template or email template. The following table explains buttons whose function might not be immediately obvious. Hover over a button to view the button name.

Button

Function

Source

View or edit the source code of the document.

Preview

See what the final template will look like.

Link

Add a link to an email address, anchor, or web site.

Unlink

Remove a link to an email address, anchor, or web site.

Anchor

Insert a marker in your text. You can link to this marker.

Maximize

Make the text editor window the full size of your screen.

You can't maximize the text editor when working on iPad.

Block Quote

Format the text as a block quote. The text is indented and italicized.

Create Div Container

Add a div container to apply formatting to a large fragment of text. This is an advanced feature that you should use only if you've sufficient knowledge of Web standards.