Using the Email Content Tab in App Settings

How to use the Email Content tab

The Email Content tab is used to enter text for emails sent from the app to clients or back to the office. This tab is only available if the email server settings are first configured in the Email Setup tab of System Settings. Emails for both jobs and service calls are set up here. If you’re sending job reports, be sure the text is applicable. 

1. From the menu on the left, click App Settings, then Email Content.
   
2. Enter a subject which appears on emails from the Checkout workspace, when the Work Order Summary Report is emailed. You can use the Add Field to Subject drop-down list to select data fields from the database that will fill in with the appropriate data in the Subject field. For example, selecting [[Customer Name]] inserts the actual customer name in the subject of the email.
3. Enter the body of the email. You can insert data fields in the body of the email using the same method as in the subject.