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


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 1 comments

Patrik Luca, Ieper, BELGIUM
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