3.1.3 - Editing/Deleting Rules

Editing/Deleting Rules

After you have saved your new rule/message, you can always go back to it to edit or delete it. To do so, go back to the Event Messages tab and click on the message you want to edit or delete.

Event Messages Main Screen with Messages Selected

A simplified message menu will display on the right side of screen. You will see the name of the Event Message, the Type of message, Timing the message will be sent, which event it is tied to, the Category, the Subject, and the first couple of lines of the email.

Event Messages Main Screen with Simplified Message Screen Open

To edit the message, click the blue ‘Edit Rule’ button, go in and make the changes you need to, click the blue ‘Save Edited Rule’ button and the changes will be applied to the message. Before the changes will be reflected on the Event Messages screen, you need to refresh your screen.

If you decide you no longer want to use a message, click on the message, and then click the red ‘Delete Rule’ button.

Revision 1.4