Tip: You can use filters for better results
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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to use the Ticket Clipboard tab
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
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- How to manage parts
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- How to use the Optimizer
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- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
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- How to manage parts
- How to assign/unassign tickets to/from partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
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Admin Panel
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- How to connect with ServiceNow
- How to create test tickets
- What are aliases?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
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- What is the Process menu?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
- How to create & edit projects
- How to create & edit custom forms
- How to create & edit lists
- How to customize the Customer Portal
- How to create & edit automated actions
- How to create & edit conditions
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- How to set up email templates
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- How to repair tickets with Ticket Workflow Monitoring
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Fieldcode FMA app
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- Fieldcode FMA app
- How to download the Fieldcode FMA app
- How to login
- How to configure multiple accounts
- How to enable/disable notifications
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- How to log work times
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Customer Portal
How to set up email templates
Email templates allow you to configure prefilled mail fields for further usage in projects.
Inside the Admin Panel go to Process → Email templates
You can create or edit email templates in this menu.
How to create & edit email templates
You can use aliases when creating and sending emails by typing the "@" command inside a field. This will reveal an alias dropdown.
HTML is supported inside COMS and email templates.
You may not be able to see a "Preview" with the HTML formatting for now, however, when emails are sent out the HTML formatting will be visible to end customers.
Please pay attention to use the correct HTML declaration and scheme for emails in the body field:
<!DOCTYPE html>
<html lang="en" xmlns="http://www.w3.org/1999/xhtml" xmlns:o="urn:schemas-microsoft-com:office:office">
- Click on the plus button to open the creation form (or click on an item on the list to edit).
- Fill in the email template form.
- Decide if your new or existing email template should be set to active in the system.
- Insert a name for your new or existing email template.
- Select a project from the drop-down. Email templates are project based.
- Insert from which email address the email should be sent.
- Insert to which email address the email should be sent.
- (Optional) Decide to whom you want to CC (“Carbon Copy”) the email.
- (Optional) Decide to whom you want BCC (“Blind Carbon Copy”) the email.
- Insert the email subject.
- (Optional) Insert the email content.
Where are email templates used?
Email templates are utilized inside the Fieldcode work place.
Go to the workflow button COMMUNICATIONS inside a particular ticket in the Ticket Details to use the configured templates for your audience.
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