Automated Messages

You can use the Automated Messages to customize the messages that are sent based on certain events  
Templates  
You can customize both the email version, along with the text version of each of these messages. The system will then use this as a template when it sends a message.

Note:  This feature is still under development.

Using Custom Values

These messages use our Template Placeholders to allow you to insert information specific to the current record into your message. When creating an automated message, you will want to use various placeholders where you would like certain information.

For more information on the available placeholders, please see the following article:



Schedule Requests:

There are the following types of messages related to schedule requests. As you create templates for this, you will want to make sure to include the Scheduling Request placeholders.

Submitted

This is the message that is sent to you, or your employees, when a new schedule request is submitted.

Accepted

This is the message that is sent to the person whom requested the appointment, if the request is accepted.


Postponed

This is the message that is sent to the person whom requested the appointment, if the request is postponed.


Reminder

This is the message that is sent to both the person whom requested the appointment, along with any employee assigned to the item as a reminder.



Issue Submission

This category will soon be broken down into sub-categories. Currently you can only modify the message that is sent to you, or your employees, when someone submits a new issue.

Once ready, you will want to use the Product Issue placeholders for these messages.




 
 
 
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9/22/2021