bont sos.
EN DE

Email and activity templates

Save reusable email and activity templates so you stop rewriting the same messages and notes — then drop them in with one click while composing an email or logging an activity.

Templates turn the messages and notes you write over and over into one-click building blocks. base bont has two kinds, managed on the same page: email templates for outbound email, and activity templates for the notes you log on calls, tasks, meetings and other activities.

Open it

Settings → App Settings → CRM configuration → Templates. Create, edit, and reorder templates here. Each template can be personal (only you see it) or shared with the whole organization.

The Templates settings page with two sections, Email templates and Activity templates, each with a New template button
Email and activity templates share one page, each section with its own New template button.

Email templates

An email template stores a reusable subject line and body. When you create one you set:

  • Name — how the template shows up in the picker.
  • Subject and body — the email content, with rich formatting.
  • Tone — an optional salutation formality, from strictly formal through to informal, so the greeting matches the relationship.
  • Personal or shared — who can use it.
The New email template dialog with fields for template name, salutation tone, subject and a rich-text body, a row of variable chips, and a Share with organization toggle
The email template editor: name, tone, subject, a rich-text body, variable chips, and a Share with organization toggle.

While composing or replying to an email, open the template picker and choose a template — its subject and body drop straight into the draft. If you've already typed something, bont offers to replace it first.

Activity templates

Activity templates pre-fill the content of an activity. Each one is tied to an activity type — call, task, meeting, email, or a custom subtype — so the picker only offers templates that fit the activity you're logging. Set a subject (optional), the body, and the same personal-or-shared and tone options as email templates. When you create an activity of that type, pick a template to fill it in.

Variables

Both kinds support variables that fill themselves in from the record — for example the recipient's salutation, first name, last name, and company name, plus the sender's first name. Insert them while editing a template and they resolve when the template is applied.

Related