Bella FSM gives you the option to set a default email subject and body when sending emails from the system. This will save you a tremendous amount of time if you plan to send email alerts for work order, estimates, quotes, and invoices. To select the default settings click the ‘Admin’ tab and scroll down on the settings page to the ‘Default Email Subject and Body Settings”:
- Work Order Email Settings – click ‘Open’ and the settings will display. Select which data you want to display in the email subject line and body. You also have the option to include the data label in the subject line. For example, “Job Status: Invoiced”
- Estimate Email Settings – click ‘Open’ and the settings will display. Select which data you want to display in the email subject line and body. You also have the option to include the data label in the subject line. For example, “Job Status: Invoiced”
- Invoice Email Settings – click ‘Open’ and the settings will display. Select which data you want to display in the email subject line and body. You also have the option to include the data label in the subject line. For example, “Job Status: Invoiced”
- Subject Line Delimiter – enter the value for the email subject line delimiter. A delimiter is what will be displayed between each value. For example, enter a space then dash then space. The email subject line would display ‘Home Depot – Job 256 – Install Flooring’
- Display ‘From’ Input field when sending emails – selecting this option will display the ‘From’ field in the email section giving users the option to change the From email address when sending emails.
Be sure to ‘Save’ after you select the settings. You will still be able to edit the email subject and body when sending the email.