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Communication templates can be created as standard templates for Word documents, email and sms communication to clients, suppliers and/or staff member/s.  The Communication template can be created for any one of these communication methods or one template can house all three methods for a specific topic.  For example, a Communication template can be created for the PCI Appointment that includes a letter to send to the client, an email to attach the letter template to and an SMS to remind the client closer to the appointment.  By housing the three different communication methods in the one template, it makes them easier to locate and therefore manage.

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1. Click on the Email

2. Under the General heading:

   • Toggle the Email? field to Yes.

   • In the Subject section, type the name of the email template.

   • If you want to add Framework fields to the Subject (e.g. Job Number and Land Address), click on the “Insert Field” button to launch the “Select RMS Field Code” dialog.

   • Click on the required folder in the “Groups” section and then select the required field from below in the “Field Codes” section by double clicking the field or highlighting and clicking OK to save.

   • In the Body section, type the contents of the email template.

   • If you want to add Framework fields to the Body of the email, please click on the “Insert Field” button to launch the “Select RMS Field Code” dialog and follow step 2.4 noted above.

   • If you want to add Communication Text (from a Communication Rule - refer to Item 6(a) below) you must insert {{CRContext}} into the body of your Communication Template - this will ensure the contents appears in the email.

3. If Default Recipients have been enabled, these email addresses can be added, using semicolon separators if necessary.  To enable this functionality contact Insula Software.

4. The Destination heading will be used for the DMS product, however this functionality is not currently available.
   

   

5. Click OK to close the Communication template.

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1. From the Security Module / Business Rules / Communication Rule Tab, select the field you would like to add a communication rule to.

2. Click New

3. Update the Communication Rule fields:

   1. Communication Type - Email/SMS

   2. Communication Template - Select the template to send

   3. Region/Division - Select

   4. Enabled? - Yes

   5. Custom Rule - Yes

   6. Rule String - Enter the Rule String

   7. Custom Description - Yes

   8. Description - Enter the message users will see when entering a date into the field

4. Update the Email Communication fields:

   1. Send Email? - Yes

   2. Additional ‘To’ RMS IDs - Enter the RMS ID eg: Enter a 4 to send the email to the job Administrator

   3. Additional ‘CC’ RMS IDs - Enter the RMS ID

   4. Additional ‘BCC’ RMS IDs - Enter the RMS ID

5. Update the SMS Communication fields:

   1. Send SMS? - No

6. Update the Communication Text (inserted within the email template):

   1. Add additional Framework field content that might be useful to the email recipient/s (refer below screen shot example).
      Note: If using this field you must insert {{CRContext}} into the body of your Communication Template - this will ensure the contents appears in the email.

7. Click OK

8. Click OK

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Additional Configuration may be required

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