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Utilities and Reports

Edit notification templates and delivery methods

important
To do these steps, you'll need to be a NetFirm CS Administrator with access to Utilities.
You can edit the message and change the delivery method for most notifications sent by NetFirm CS. If you choose
Email
 delivery, you can make further changes.
  1. On the
    Admin
     tab of the Navigation pane, select
    Templates
     from the Utilities section.
    note
    If this isn't an option, you don't have access to this area.
  2. From the list of Notification Templates, select a category then a notification.
  3. Choose how to send notifications:
    • Email
       — sends to the
      Email Address
       on the NetClient CS or NetFirm CS
      Users
       screen.
    • Direct Message
       — sends to people's
      Messages
       menu and adds an alert.
    • Create a task widget when message is delivered
       — adds the notification to the
      Messages
       menu and to the
      Tasks
       widget on the person's
      Home Dashboard
      .
      note
      You can only use this checkbox if you've marked the
      Direct Message
       checkbox.
    • Mobile application push notification
       — sends notifications to people's mobile devices through the NetClient CS mobile app.
  4. If you've set a global
    Sender Name
     and
    Sender Email
     in
    Notification Preferences
     or you've set copy or blind copy addresses:
    • Select
      Yes
       if you want to use the global information in this template.
    • Select
      No
       to enter custom names and addresses instead.
      tip
      Use spaces, commas, or semi-colons to separate addresses.
  5. In the Message section, modify the
    Subject
     and
    Body
    .
    note
    • You'll need to add at least 1 variable, such as [
      USER LOGIN
      ].
    • You can't save the template until you've added all the required variables.
    • Select
      Insert Variable
       to find a list of variables with required variables in bold.
    • To insert a variable in the
      Subject
      , insert it in the
      Body
       first, then use cut and paste.
  6. To add a download link for NetClient CS mobile app, paste the following code in HTML view.
    Example
    <p><b>Apple devices:</b> <a href="https://itunes.apple.com/us/app/netclient-cs/id572952397?mt=8&ign-mpt=uo%3D4" onclick="window.open(this.href,'popupwindow');return false;">Download the NetClient CS mobile app from the App store.</a></p> <p><b>Android devices:</b> <a href="https://play.google.com/store/apps/details?id=com.thomsonreuters.clientess">Download the NetClient CS mobile app from Google Play.</a></p>
  7. Select
    Enter
    .
  8. Select
    Preview
     to review your changes.

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