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Email Template for Service Reports

Updated over a month ago

Overview

Service reports can use email templates for both subject and body, using the SE/EMAILSRT parameter.

Configuration

Create a New Email Template

  1. Navigate to System > Email Templates.

    Email Templates

  2. Select Add to create a new template.

  3. Select SE Visit in the Type field.

  4. Design the email subject and body.

  5. Save the new email template.

Configure the SE/EMAILSRT parameter

  1. Navigate to Service Management > SE Parameters.

  2. Locate parameter SE/EMAILSRT - Email Template for Individual Visit Service.

  3. Reference your template in the parameter.

  4. Save your changes.

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