Optional: Add call, appointment, and location information to email subject lines and attachment names
You can set up MobileTech to automatically include the service call ID and appointment number in the email subject line and the name of the PDF attachment when Call Summary, Appointment Summary, or Field Invoice reports are sent via email.
- In MobileTech Administration, choose Setup Options, and then choose Options > Report Options. The Report and Email Options page is displayed. Scroll to the Email Subject column.
- In the Email Subject column, to include the following automatically.
- Service Call ID and Appointment Number - Enter a space and then type
({0})
. - Service Call ID, Appointment Number, and Location - Enter a space and then type
({0} : {1})
.
- Service Call ID and Appointment Number - Enter a space and then type
- Choose the Save icon and close the page.