Advanced Options

The Advanced Options tab is where you choose the default customer "Thank You" email and the default request completion email that will be automatically sent to clients.  These emails are created in the Work Flow Setup Notifications module.  The thank you email is sent upon saving a new request, and the completion email is sent upon closing a request.  For more information on customer emails, see the Customer Notifications section.

See Also

Work Options

Material Requisition Number

WO Number Format

WO Tracking Options

WO General Options

WO Parts Integration

WO Financial Integration

Permit Number Format

Request Number Format

Request Tracking Options

Request General Options

Request Financial Integration