Confirmation Text

This screen allows you to create and maintain different styles of Text for automatic inclusion in ‘Reminder’ Emails sent to Customers.  The Text can contain plain text or can also include data taken from the specific Customer Asset’s details such as Asset Name, Planned Service Date, etc.

 

Entry and Display fields

 

Text Code: Enter the Code of this Confirmation Text.  Duplicates not allowed.  This code is selected against a Customer Asset and will be used when emailing a ‘Reminder’ Email

 

Subject: The content of this field will populate the Subject Line of the generated ‘Reminder’ Email.  It can be plain text or can include fields from the database.  These fields will be populated with the information specific to the Customer.  For example, if the Customer’s Asset was ‘Air Conditioning Unit’ and the next scheduled service date was ‘12/04/22’ then I would create a Subject Text as follows:

 

Service reminder for [MD_."CUSTASSETDESCRIPTION"] due [MD_."PLANNEDDATE"]

 

Upon sending the Email the Subject Line in the Email would appear as:

 

Service reminder for Air Conditioning Unit due 12/04/22

 

All fields from the CustomerAssetMaster, CustAssetSchedule and CustomerMaster are available to this screen.

 

Where there are common field names you may find you may have to suffix a '1' after the field name. eg: [MD_."ADDITIONALFIELD_111"] may refer to  CustomerMaster.AdditionalField_1 whereas [MD_."ADDITIONALFIELD_1"] may refer to CustomerAssetMaster.Additionalfield_1

 

Field Name Examples:

 

 

[MD_."CUSTASSETTYPE"] - Customer Asset Type

[MD_."CUSTASSETNAME"] - Name of Customer’s Asset

[MD_."CUSTASSETNUMBER"] - Asset Identity

[MD_."CUSTASSETDESCRIPTION"] - Description of the Asset

[MD_."CUSTOMER"] - Customer Name

[MD_."PLANNEDDATE"] - Planned Service Date

[MD_."JOBTYPE”] - Type of Job required to complete the Service

[MD_."TEMPLATECODE"] Job Template that will be used to carry out the service

[MD_."TEMPLATEDESCRIPTION”] - Description of the Job Template

[MD_."REMINDERCONTACTNAME"] - Contact Name held against the Asset record

[MD_."CONTACTFIRSTNAME”] - First Name of Contact (from the Customer record)

[MD_."CONTACTLASTNAME”] - Last Name of Contact (from the Customer record)

 

A maximum of 200 characters of information including spaces can be entered into this field

 

Body: The content of this field will populate the main area of the generated ‘Reminder’ Email.  This field may also contain plain text plus the same database fields shown above.  There is no restriction to the number of characters that you can use in this field

 

Data Display Options

 

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Buttons

 

Close: This will close the Confirmation Text screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Confirmation Text record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This removes the current highlighted Confirmation Text record.