Setting up Call Log Email Templates
Setting up Call Log Email Templates
Email templates are available for the Call Log statuses of assigned, closed, and reassigned.
Select Tools > Email Templates. If you are using universal navigation, click Associations > Correspondence Tasks > Email Templates.
In the Email Template dropdown field, scroll to the Call Log Templates section and select a template:
Assigned: Notification will be sent to the person assigned to the call log entry if that person is not the user who created the entry when a new call log entry is created.
Closed: Notification will be sent to the person assigned to the call log entry if that person is not the user who is closing the entry when an existing call log entry is closed.
Reassigned: Notification will be sent to the prior and new assignee if the user making the change is not the prior and new assignee when an existing call log entry is edited.
Complete the template sections and click Save:
Merge Tags: Merge tags are used in the Subject Tags line and the Body Tags that go into the email. They pull in data from the system wherever they are placed in the subject/body. The tag name corresponds to the data that is pulled in.
Subject: CINC recommends using the Association Name tag.
Body Text and HTML Body: Complete both body type sections. The body of the template can be copied and pasted from a Word document.
NOTE: Both body types should contain the same text and tags.
NOTE: Users can opt in/out of these notifications by selecting System > User Preferences, clicking on the Notifications tab, and setting the Enable toggles on/off. If you are using universal navigation, click Settings > Preferences > User Preferences.
