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In Outlook the body text can be added to a Quick Part template gallery to quickly insert the information into a new email. The customer would then only have to enter a subject line and the description after inserting the Quick Part. See Working with Quick Part Templates below.

  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 may be added, like "Equipment ID:".
    • Customer Number: <Actual customer number in Signature>
    • Location Number: <Actual location ID in Signature>
    • Description: <Used in service call description>

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