My 2p about ERP Solutions, Information Worker Solutions and other software products (mainly Microsoft Dynamics AX and Microsoft SharePoint).

28 February 2013

About setting up case e-mail templates

Introduction

To set up a case e-mail template, first you create a template and then you open the e-mail editor to set up the predefined contents of e-mail messages that are based on the template.

The predefined contents consist of merge data and links that can be inserted in the template.

The merge data is a set of data that provides details on the case in the e-mail message.

Merge-data overview

The following merge-data elements can be added in the e-mail template. The merge-data elements can be used to inform the user about various aspects of the case.

HTML merge-data element Information displayed in e-mail message
%CaseId% The identification number assigned to the case
%CaseDescription% A description of the case
%CaseSourceName% The name of the party record that the case is created for
%CaseMemo% Additional notes about the selected  case

 

Link the e-mail template to the case category

 

Start sending mails from your Cases, some data of the case will be merged into the generated e-mail message.


Continue reading......

by Patrik Luca 0 comments

Patrik Luca, Ieper, BELGIUM
Feel free to use or spread all of the content on my blog. In return, linking back to my blog would be greatly appreciated. All my posts and articles are provided "AS IS" with no warranties.

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