Vtiger CRM provides default email templates to send the login details and the forgot password link to customers.
Follow these steps to select the email templates for 'login details' and 'forgot password' emails:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Select Customer Portal under Configuration.
- Select the desired email template under the Login Details Template and Forgot Password Template fields.
- Click Save.
To learn about creating email templates, click
here.