Standard Notes and Email , System Emails, Communication Templates, that can save time and create consistency in communications, are created and managed here.

Standard Note

The Standard Note screen allows for the creation of predetermined statements that are commonly used in comments, alerts, and follow up items. This allows for greater efficiency and consistency in entering regular information.

Example: 
A note category called Logistics - Message Subject may contain a list of standard notes that includes:
- Please call
- Contact client
- Contact supplier
or
A note category called CRM - Comments may contain a list of standard notes that includes: 
- Call client
- Call finance institution
- Call supervisor

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Creating A Standard Note

By default, when creating a new standard note, the note category selected will be listed in the Category tab of the Standard Note dialog.

1. From the Note Category list, select the required category.
2. Click New. The General tab of the Standard Note dialog will be displayed.
3. Enter the details.
4. Select the Category tab.
5. Enter the details.
6. Click OK. The dialog will close a new standard note will be created.

System Email Template

The System Email Template screen is used to create email templates used in Framework Logistics Tablet, Claims and Receipts. Templates allows users the ability to add merge fields from Framework ECM to display specific job information.

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Creating An Email Name

Before a new email template can be created, it needs to be assigned an email name. An email name is simply a placeholder - such as Logistics - Called, oror Logistics - Called Off - for the email template.

1. From the Category drop-down list, select an email category.
2. Click the Email list. A shadow will appear around the list to indicate it is selected.
3. Click New. The Email dialog will be displayed.
4. Enter the details.
5. Click OK. The dialog will close and a new email name will be created.

Creating An Email Template

An email template is created by:

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1. From the Category drop-down list, select the email category.
2. From the Email list, select the required item.
3. From the Email Tpl. Level list, select the required level. The list below will be updated.
4. Depending on the level chosen, select a required user, user group, or context from the list.
5. Click the Email Template list. A shadow will appear around the list to indicate it is selected.
6. Click New. The General tab of Email Template dialog will be displayed.
7. Enter the details.
8. Select the Preview tab.
9. Preview the email template.
10. Click OK. The dialog will close and a new email template will be created.

Inserting Fields Into An Email Template

Inserting field codes allows email templates to include captured data directly into a template. Multiple fields can be inserted into an email template.

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