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Email Letter Templates

Setup multiple letters to be sent out

New Menu Item called "Email Letter Template"

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Add / Edit Email Letter

The Email that is sent out must be embedded into the email with the Description of the Letter for the Header of the email.

Sencha latest version makes use of a text editor, see if we can use that to make up the letters.

This allows formatting and pictures to be embedded.

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Placeholders

Placeholders can be added to the templates to be substituted with the values they reference when the email is sent. 
For a piece of text to be identified as a valid placeholder and substitued it needs to be:

  • On the same line
  • Enclosed in square brackets
  • Not contain embedded square brackets
  • Less than 100 characters, including spaces and punctuation and excluding the square brackets, in length
  • Match one of the placeholders in the table below.  Spaces, punctuation and letter case are ignored. For example [CustomerContactFullName] or [CUSTOMER_CONTACT_FULL_NAME] will match the Customer Contact (Full Name) placeholder. The spaces and punctuation are optional and for readability only. 
Placeholders
Substitution
Notes

[Customer Contact (Full Name)]

[Full Name of Customer Contact]

The first and last name of the Customer Contact separated by a space. 

[Customer Contact (First Name)]

[First Name of Customer Contact]

The first name of the Customer Contact. 

[Assets Completed for Action (List)] [List of Assets Completed for Action]

A list of Assets for which the action is completed for.
Each item in the list is the Asset Number, followed by a dash and then the Asset Name.

[Asset Action Completed]

The description of the Action completed for the Action. For example "Check Out"

[Assets Completed for Action (Count)]

[Count of Assets Completed for Action]

The number of assets for which the action is completed for.