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.
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.