Creating e-mail templates for Messenger

Create and modify e-mail messages using e-mail templates. The E-mail Templates tab also shows records synced from the mobile device.

Select Administration > E-mail Messenger > E-mail Templates.
Click New Record.
Specify this information:

E-mail Template

Specify a unique code identifying the e-mail template, and then enter a description of the template in the adjacent field.

E-mail

Select this check box to send the notification to the email address in the recipients field.

Push Notification

Select this check box to send the notification to both the email address and the push notification ID.

Note: If E-mail is unselected and Push Notification is selected, the notification will send the push notification but not an email.

Notebook E-mails

Select this check box to indicate that the template is created for sending notebook emails.

From E-mail

Specify the from e-mail address.

E-mail Recipients

Select the recipients of the e-mail message. Separate e-mail addresses with a space or a ;.
Note: Parameters can be used in E-mail Recipients as well. If a parameter is associated with a user or employee record, the system replaces it with the corresponding e-mail address when the e-mail is sent.

E-mail Subject

Specify the subject of the e-mail message.

E-mail Body

Compose the e-mail message. Identify the parameter number(s) that corresponds to the column of the system table to be displayed with this e-mail. Enter %1 - %15 for each parameter.
Click Save Record.