Tip of the Month for March 2010

Default Email Messages

When emailing from Answers, most forms default a message ... "Please find attached a Quote..." or "Please find attached an Invoice..."  However, users can set their own default messages for each type of form that can be emailed directly from Answers.  And, since the messages can be defaulted by user, it allows each user to personalize their messages with their contact phone numbers, email address, and other correspondence information.

• To set the default messages to be displayed, go to System Management > Answers Software Maintenance > User Settings > Email Notes Maintenance. 
   
• Select the blank paper icon to add a new default message.
   
• Choose the form type and the user name.
   
• If you wish to enter a default message to be used by all users in the company who do not have a specific user message, leave the user name blank.  This allows you to overwrite the Answers default with your own company default message.
   
• Type in your message and click on Save.
   
• Your default message will appear when sending emails.  If desired, the default message you enter can still be overridden on a per email basis when sending forms from Answers.