{"id":1497,"date":"2022-01-21T10:44:20","date_gmt":"2022-01-21T09:44:20","guid":{"rendered":"https:\/\/www.ems-help.ch\/docs\/text-templates-for-notifications-emails\/"},"modified":"2025-05-06T09:49:27","modified_gmt":"2025-05-06T07:49:27","password":"","slug":"text-templates-for-notifications-emails","status":"publish","type":"docs","link":"https:\/\/www.ems-help.online\/en\/docs\/text-templates-for-notifications-emails\/","title":{"rendered":"Text templates for notifications (e-mails)"},"content":{"rendered":"\n

The text templates that are stored in the system for each individual case are used to send notifications (approval of time recording and time requests) and e-mails (quotations, invoices, item dispatch, etc.).<\/p>\n\n

Description of text templates<\/h2>\n\n

Text templates are standardized texts that are used by the ems system.To design text templates dynamically, text marks are used within the texts. For example, the text “Guten Tag {Salutation} {LastName}” becomes “Guten Tag Herr Meier”. <\/p>\n\n

Edit text templates<\/h2>\n\n

You can view and edit text templates via Settings \u2192 Master data<\/em> in the respective module (customer addresses, quotation management, customer invoices).<\/p>\n\n

\"\"<\/figure>\n\n

To edit text templates, you need system administrator rights. All settings are valid for the entire system and are loaded when you log in to the system.<\/p>\n\n

It is possible to store the text templates in several languages (Translations column). When sending e-mails, the system itself selects the language of the e-mail text based on the language of the associated customer address.<\/p>\n\n

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The system will suggest possible text types for new text templates, depending on the menu area that is open (customer addresses, customer invoices or quotation management):<\/p>\n\n

\"\"<\/figure>\n\n

The text template can either be created and uploaded by hand like a normal e-mail or as an HTML file in a designer such as Stripo<\/a>.<\/p>\n\n

\"\"<\/figure>\n\n

To insert bookmarks, click on the corresponding button.<\/p>\n\n

\"\"<\/figure>\n\n

The list of possible text marks in relation to the text template opens.<\/p>\n\n

\"\"<\/figure>\n\n

Copy the appropriate bookmark and paste it into the text.<\/p>\n\n

\"\"<\/figure>\n\n

List of valid text templates in the ems system:<\/h2>\n\n
ID<\/th>Designation<\/th>Supported bookmarks<\/th>Menu item (master data)<\/th><\/tr>
1<\/td>Email for supplier order<\/td>.<\/td><\/td><\/tr>
2<\/td>XML structure for supplier order<\/td>.<\/td><\/td><\/tr>
100-109<\/td>Receipts for POS system<\/td>.<\/td><\/td><\/tr>
110-119<\/td>Templates for service articles<\/td>.<\/td><\/td><\/tr>
200<\/td>Outlook default signature<\/td>.<\/td><\/td><\/tr>
400-449<\/td>Templates for messages from ticket system<\/td>.<\/td><\/td><\/tr>
451<\/td>Template for completion message from ticket system<\/td>.<\/td><\/td><\/tr>
5501<\/td>Message Delivery with tracking code (complete \/ order completed)<\/td>Customer address & {IdentCode} & {TrackingUrl} & {ObjectCode}<\/td>Merchandise management<\/td><\/tr>
5502<\/td>Message Delivery with tracking code (partial delivery)<\/td>Customer address & {IdentCode} & {TrackingUrl} & {ObjectCode}<\/td>Merchandise management<\/td><\/tr>
5511<\/td>Message Delivery ready for collection (complete \/ order completed)<\/td>Customer address & {ObjectCode}<\/td>Merchandise management<\/td><\/tr>
5512<\/td>Message Delivery ready for collection (partial delivery)<\/td>Customer address & {ObjectCode}<\/td>Merchandise management<\/td><\/tr>
9100-9199<\/td>Standard texts for header texts for customer invoices<\/td>Customer address, employee data with prefix “User”<\/td>Customer invoices<\/td><\/tr>
9200-9299<\/td>Standard texts for footer texts for customer invoices<\/td>Customer address, employee data with prefix “User”<\/td>Customer invoices<\/td><\/tr>
9400-9449<\/td>Standard texts for sending electronic invoices by email<\/td>Customer address, employee data with prefix “User” & {PortalURL}<\/td>Customer invoices<\/td><\/tr>
9450-9499<\/td>Standard texts for electronic invoicing in the customer portal<\/td>Customer address, employee data with prefix “User” & {PortalURL}<\/td>CANCELLED as of Ver.3<\/td><\/tr>
9501<\/td>Standard text for sending invoices by email(auto. and manual)<\/td>{InvoiceCode}, {OrganisationCompanyName}<\/td>Customer invoices<\/td><\/tr>
13001<\/td>Template for workflow start from ticket system<\/td>.<\/td><\/td><\/tr>
13200-13299<\/td>Standard texts for footer texts for delivery bills<\/td><\/td><\/td><\/tr>
14100-14199<\/td>Standard texts for header texts for offers (variants)<\/td>Customer address, employee data with prefix “User”<\/td>Offer management<\/td><\/tr>
14200-14299<\/td>Standard texts for footer texts for offers<\/td>Customer address, employee data with prefix “User”<\/td>Offer management<\/td><\/tr>
14400-14449<\/td>Standard texts for sharing documents in offers by email<\/td>Offer data, employee data with prefix “User”<\/td>Offer management<\/td><\/tr>
14450-14499<\/td>Standard texts for sharing documents in offers via the customer portal<\/td>Customer address, employee data with prefix “User” & {PortalURL}<\/td>CANCELLED as of Ver.3<\/td><\/tr>
14501<\/td>Standard text for sending offers by email<\/td>Offer data, employee data with prefix “User”<\/td>Offer management<\/td><\/tr>
15001<\/td>Template for customer portal: New document for customer order<\/td>.<\/td><\/td><\/tr>
15400-15449<\/td>Standard texts for sharing documents in the customer order by email<\/td>Customer address, employee data with prefix “User” & {PortalURL}<\/td><\/td><\/tr>
15450-15499<\/td>Standard texts for sharing documents in the customer order via the customer portal<\/td>Customer address, employee data with prefix “User” & {PortalURL}<\/td><\/td><\/tr>
16001<\/td>Template for customer portal: New login created<\/td>.<\/td>Customer addresses<\/td><\/tr>
16011<\/td>Template for customer portal: Password reset<\/td>.<\/td>Customer addresses<\/td><\/tr>
18001<\/td>Template for Outlook Sync: Formatting calendar entries<\/td>.<\/td><\/td><\/tr>
20400-20449<\/td>Standard texts for sharing documents by email<\/td>Customer address, employee data with prefix “User” & {PortalURL}<\/td><\/td><\/tr>
29100-20199<\/td>Standard texts for notifications for role authorizations<\/td>.<\/td>Authorization roles<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Information on bookmarks can be found here: Bookmarks<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

The text templates that are stored in the system for each individual case are used to send notifications (approval of 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