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System Emails

System Emails

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Jan 31, 2019

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.

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, or 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:

  • Assigning a name.
  • Applying the template to a region/division, user group, or user.
  • Composing the content of the email, including merge fields, if required.

To create a new email template:

  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.

Example

Instead of typing a client's name, use the Client Name field code to include the client name in the email template.

On the General tab of the Email Template dialog:

  1. Position the cursor at the place where the field is to be inserted.
  2. Click Insert Field. The Select Field Code dialog will be displayed.
  3. Select the required field code.
  4. Click OK. The field code will be inserted into the email template.