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1. Your customer opens their email program and opens a new message.
2. The customer enters the:
   • Email Address
   • Email Subject
   • Email body that follows the template as determined by the user in the Event Trigger Properties.
3. The following lines including the colon ":" in the body of the email are required to generate a service email. Additional fields such as may be added, like "Equipment NumberID:" may be added.
   • Customer Number: <Actual customer number in Signature>
   • Location Number: <Actual location ID in Signature>
   • Description: <Used in service call description>

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Example of an email with the optional line for Equipment Number:

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template template

Working with Microsoft Outlook Quick Part Templates

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1. Open a new message window (as if to send a new email).
2. Type and then select the text to be added as a Quick Part.
3. On the Insert tab, locate the Text section. (The Insert tab is only visible in a new email. The Text section is only enabled if you click in the body of the new email.)
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4. Select Quick Parts.

5. Select Save Selection to Quick Part Gallery…
   

6. In the Create New Building Block window, you can name the Quick Part and enter a description.
   • Name: Enter a descriptive name.

   • Description: Enter a brief description.
     

7. Select OK.

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1. Open a new message window (as if to send a new email).
2. On the Insert tab, locate the Text section.
3. Select Quick Parts.
4. Select the appropriate template.
5. The body of the email is populated with the text.
6. Edit the text as needed.
   

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