Client Support
cancel

TRIM Email Templates - adding an Action Tracking notes field

Highlighted
BARRINGTON GREE
Super Contributor.

TRIM Email Templates - adding an Action Tracking notes field

Does anyone know how to add the Notes field for an Action to an email template (this is the internal notes component within Actions, not the document's notes)? We have created a new email template for the Mail Event Type of Action Made Current but we are unable to locate the Action Notes field when designing the email template using the Select Replaceable Parameter window. The aim is to have more user friendly notes added to an Action so the email sent provides more detail to the end user. Does anyone know where to find this Action Notes field?

2 REPLIES
TRIMGuru
Acclaimed Contributor.

Re: TRIM Email Templates - adding an Action Tracking notes field

Which TRIM version are you using? On TRIM v6.2.4 bld 1240, I was able to add the action's note field to the email template (go to details tab, then click on the kwick selection (the folder) button in both the Text to appear in the E-Mail subject field AND the Text to appear in the E-mail content field.

It placed %SO_P_racNotes% in the template.

BARRINGTON GREE
Super Contributor.

Re: TRIM Email Templates - adding an Action Tracking notes field

Hi we have trim 6.20 build 7782 - we used that string you mentioned -%SO_P_racNotes% using kwickselect - within the email template but it gave a blank result  on delivery (see attached jpg) - is there something we've missed out within ither TRIM action tracking settings or do you think we should try this in Trim 6.2.4? Can you advise if the notes came through  to the mail recipient as shown on the email template. ?  Im having a look atm  through some of the available SPERS for all Trim releases since 7782 to see if anything has been changed within builds.