Assign a service

In this article

Rights :

  • Administrators: Consultation, creation and modification

To set up a service task

  1. In the Select Service panel, click Select Service.
  2. Select “Mail, Internal SMTP” and click OK.
  3. In the Service Entry Data panel, click Select Data.
  4. Configure the mail according to the following table :
Body of the mailDataConfiguration (Click on configure)E-mail format
À FIXEDChoose Text field and enter the email address of your Service Department. For the tutorial, insert directly your email to test the reception of the reminder email.
FIXEDWrite down “Pending Claim Processing”.
BodyNom du clientJUELWrite on the right side; “Hello, please process the pending customer complaint [cliquez sur la variable “Nom du client” pour l’insérer directement].”

Here’s what your screen should look like:

Click OK to complete the configuration.

Updated on 13 November 2020

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