|
TEMPLATE NAME
|
MODULE
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WHEN ACTIONED
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Appointment Accepted
|
TimeTrak
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An appointment has been accepted and appointment creator is notified.
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Appointment Created
|
TimeTrak
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An appointment is created and the assigned staff person is notified.
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Appointment Declined
|
TimeTrak
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An appointment is declined and the appointment creator is notified.
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Appointment Unassigned
|
TimeTrak
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An appointment is no longer assigned to a staff person and the creator is notified.
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Appointment Updated
|
TimeTrak
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An appointment is updated and the assigned staff person is notified. (
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Email sent to Customer when invoicing unapproved Time Entries
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Client Portal/Customer Approval
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The Customer Approval module will send out a request email to approve an invoice to the MYOB Exo Job Contact.
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Email sent to Customer when responding to a task log
|
TaskTrak
|
Client enters a task log, staff person can reply to the log, this email is sent to client.
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Email sent to Customer when sending a task log
|
TaskTrak
|
Staff person enters a task log and emails the client.
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Email sent to Task Owner when a Customer creates a task log
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Client Portal
|
Client enters a log against a task in the Client portal and the staff person assigned to the task will be notified.
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Email sent to Task Owner when a Customer creates an attachment
|
Client Portal
|
Client adds an attachment to a task in the Client portal and the staff person assigned to the task will be notified.
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Email sent to the Client when the Client creates a task
|
Client Portal
|
If there is more than one contact against an account in the Client portal and one is the 'TimeTrak Client Administrator' they will be notified when another contact creates a task in the Client Portal.
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Email sent to the Task Owner when the Client queries a task
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Client Portal
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Client queries a task in the Client portal and the staff person assigned to the task will be notified.
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Email sent to the Task Owner when the Client requests the task to be closed
|
Client Portal
|
Client requests a task to be closed in the Client portal and the staff person assigned to the task will be notified.
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Email sent to the User when the Client requests the task to be reopened
|
Client Portal
|
Client requests a task to be reopened in the Client portal and the staff person assigned to the task will be notified.
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Email sent when a checklist is completed
|
TimeTrak
|
Default email sent to whomever is selected in the checklist email options when a checklist is completed.
|
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Invoice Approval Job Contact Email
|
Client Portal/Customer Approval
|
The Customer Approval module will send out a request email to approve an invoice to the MYOB Exo Job Contact.
|
|
Invoice Approval Job Manager Email
|
Client Portal/Customer Approval
|
The Customer Approval module will send out a notification email of invoice approval to the MYOB Exo Job Manager.
|
|
Invoice Approval Request resent to Job Contact after query
|
Client Portal/Customer Approval
|
If the MYOB Exo Job Contact queries the invoice then a new email can be sent containing a new request for the invoice.
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|
Invoice Approval Request sent to Job Contact
|
Client Portal/Customer Approval
|
The Customer Approval module will send out a request email to approve an invoice to the MYOB Exo Job Contact.
|
|
Invoice Approved Response from Job Contact
|
Client Portal/Customer Approval
|
From within the Customer Approval module the MYOB Exo Job Contact can email the MYOB Job Manager approval for an invoice.
|
|
Invoice Queried from Job Contact
|
Client Portal/Customer Approval
|
From within the Customer Approval module the MYOB Exo Job Contact can email the MYOB Job Manager a query about an invoice.
|
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New Client Created Task email to the Task Owner
|
Client Portal
|
When a task is created within the Client Portal the Task owner is notified that it is assigned to them.
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New or changed Task email to the Customer Contact
|
TaskTrak
|
Within a task next to the client contact field is the ability to send the client task information via this email template.
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New or changed Task email to the Customer Contact from Outlook Add-in
|
TaskTrak
|
When emailing the client from Outlook with TimeTrak Outlook Add in installed and selecting a TimeTrak Task it will notify the contact.
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New or changed Task email to the Task Owner
|
TaskTrak
|
Assigned staff person on task will be notified when a new task is created or an existing task is edited.
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Report Custom Footer for Staff Timesheet Report
|
TimeTrak
|
No longer used in Timetrak.
|
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Timesheet Verification query to the Task Owner
|
TimeTrak
|
When a user is emailing a staff person on a Time entry from within the Timesheet Verification report this email will be sent to the staff person.
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Work Completed email to the Customer Contact (from a task)
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TaskTrak
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When the global setting 'Enable Work Verification Email' is ticked on then if the time entry is associated to a task it will use this email template.
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Work Completed email to the Customer Contact (from a time entry)
|
TimeTrak
|
When the global setting 'Enable Work Verification Email' is ticked on then if the time entry is not associated to a task it will use this email template.
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