Equus Software

Email Templates are configured on the Email Templates screen which can be found at the System and the Company level.
 
 
Creating an Email Template
To add a new Email…

How to create/configure an email template (Part 1 of 2)

Note: Up to 5 files can be uploaded at a time. However, all files will have the same Type, Name and Description (if populated).  
 
Template Availability
If the email…

How to create/configure an email template (Part 2 of 2)

Email templates can only be used at an assignment level and are used when Email is selected as the note/communications type. There are a number of ways to create a…

Create a communication using an email template

After configuring an email template, navigate to the Service Order Settings screen.
Either click on  to create a new Service Order Type, or click on  to edit an existing Service Order…

How to create/configure an email template for Service Order type

Email Templates are used to default content into email communications for sending emails from the Equus Platform and notes that are commonly used for Service Orders. Email templates can only be…

What is an email template?

To create a new service order communication for an assignment record, click  on the Service Order Details screen at an assignment level after populating the Service Order Type and Vendor mandatory fie

Creating a service order communication using an email template

The content of an email template can be customized by selecting a User Report and using merge tags with the email template body.  
It is important that the selected User…

How to select which input parameter(s) to add to user reports for email templates

Email entries in the Notes/Communication screen can be deleted by following these steps:
Click the () of the corresponding email record.
   
 
Click  on the Note/Communication Detail pop-up screen.

Delete a communication using an email template

Email Templates

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