Saving EMail Message Setting

After you have defined the content of an email message, you can save the format as an XML file to be used for future email messages.

  1. Follow the procedure for Defining Content of Feedback EMail Messages from COM Representative Screen.
  2. Select the customer record in the COM Representative screen.
  3. On the screen toolbar, click the Send Email button: Send Email button
  4. Select the Email? checkbox.
  5. In the Email Settings frame, click Setting.
    Email Setting dialog box
  6. Select the fields you want to display and clear the checkboxes of the fields you do not want to display.
  7. Perform any of the following steps:

    • To move a field up or down in the list, highlight the field and click Move Up or Move Down.

    • In the Default Subject field, type a subject that briefly describes the contents of the email message.

    • To include data elements in the subject bracket, the field name in the following format:

      @ (FieldName)@ (For example, You have received new Feedback #@ (FeedbackID)@.)

    • In the Common Message field, type a message that appears in the email message preceding the feedback details.

  8. To use the same settings for other email messages, save them as an ini file.
  9. Click OK.
  10. Click Save as.
    The Setting File dialog box appears.
    Setting File dialog box
  11. Choose the folder where you want to place the file.
  12. In the File Name field, type a name for the file.
  13. Ensure that Setting Files (*XML) appears in the Save as type field.
  14. Click Save.