Email Templates

Email Templates holds the reusable email layouts the institution sends -- statements, receipts, notices and campaigns -- with formatting and merge fields. It lets the institution present professional, consistent correspondence to members and stakeholders. Admins maintain these so automated emails carry the right content and branding.

Workflow

Open MFI > Configuration > Notifications > Email Templates
Click New and name the template
Compose the subject and HTML body with merge fields
Attach any standard documents or report outputs
Save and send a test email to confirm formatting

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Code `code`	Text	Yes	Unique code for this template
Applies to Model `model_id`	Link → ir.model	—	If set, enables full QWeb/Jinja rendering of {{ object.field }} expressions.
Template Name `name`	Text	Yes	Template Name
Subject `subject`	Text	Yes	Subject
Sequence `sequence`	Number	—	Sequence
Active `active`	Yes/No	—	Active
Body (HTML) `body_html`	Rich text	—	Body (HTML)
Trigger Event `trigger_event`	Choice: Member Welcome, Member Approved, Loan Application Submitted, Loan Approved, Loan Rejected, Loan Disbursed, Payment Received, Payment Reminder	—	Trigger Event
Model `model_name`	Text	—	Model
Company `company_id`	Link → res.company	—	Company
Notes `notes`	Long text	—	Notes

Notes & rules

Model mfi.email.template -- reusable email layouts
Key fields: subject, body, merge fields, attachments
Related: SMS Templates, Notification Log
Used by operations and marketing staff

Technical model: mfi.email.template · Record: MFI Email Template