Quantcast
Channel: News
Viewing all articles
Browse latest Browse all 6

Explaining messaging

0
0

The latest version of Espresso introduced a concept of template-based messaging. Instead of using a fixed set of pre-defined messages for PO, project confirmations etc you can define as many templates as you like in any language you like. Espresso messaging templates can use existing values from system records such as Projects, Clients, Invoices etc. This feature allow you to create pre-filled messages on the fly.

Messaging templates come in 5 flavors:

- Client (client-related messages)
- Sales/Projects (sales- and project related messages)
- Resources (communication with your vendors)
- PO (purchase orders)
- Invoices (invoices and follow-ups).

Managing templates

Your Espresso installation comes with a set of pre-defined templates. You can edit them and add templates of your own. Click 'Settings->Messaging templates' to open the management page:

1) Select template type from the dropdown to show all available templates of this type.
2) Click the Edit icon to display the template:

 3) Edit the template. You can use placeholders to fill them with values from system objects when creating messages. The list of available placeholders is displayed below the editing field. For example, you can use the following placeholders for all your Client-related messages: 

company, contact, function, address, postcode, city, province, tel1, tel2, fax, email1, email2, email2, ref, clientID, dept 

To call the value simply insert a placeholder in your template as <%projectcode%> (the name enclosed in "<% %>" tag. This placeholder will be replaced by a value from the database when creating a new message.

4) Save the template. It is immediately ready to use in all relevant Espresso modules.

5) To add a new template, select template type from the dropdown list and click 'Add'. Edit the new template and save it.  It is immediately ready to use in all relevant Espresso modules.

Using template-based messages  


Try new messaging system in action:

1) Open a client record
2) Go to the Messages tab
3) Select one the the templates and create a new message by clicking the 'Add new message' button.
4) Edit the message and click 'Send'

Please note that Espresso saves a copy of all sent messages in the database, allowing you to maintain a history of related messages for future retrieval. 

 

 

 

 


Viewing all articles
Browse latest Browse all 6

Latest Images

Trending Articles





Latest Images