Create and modify e-mail messages using e-mail templates. The E-mail Templates tab also shows records synced from the mobile device.
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Select Administration > E-mail Messenger > E-mail Templates.
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Click New Record.
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Specify this information:
E-mail Template - Specify a unique code identifying the e-mail template, and then enter a description of the template in the adjacent field.
E-mail - Select this check box to send the notification to the email address in the recipients field.
Push Notification - Select this check box to send the notification to both the email address and the push notification ID.
If E-mail is unselected and Push Notification is selected, the notification will send the push notification but not an email.
Notebook E-mails - Select this check box to indicate that the template is created for sending notebook emails.
From E-mail - Specify the from e-mail address.
E-mail Recipients - Select the recipients of the e-mail message. Separate e-mail addresses with a space or a ;.
Parameters can be used in E-mail Recipients as well. If a parameter is associated with a user or employee record, the system replaces it with the corresponding e-mail address when the e-mail is sent.
E-mail Subject - Specify the subject of the e-mail message.
E-mail Body - Compose the e-mail message. Identify the parameter number(s) that corresponds to the column of the system table to be displayed with this e-mail. Enter %1 - %15 for each parameter.
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Click Save Record.