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Memo Templates

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Use the Memo Template Designer to create, edit or delete templates of predefined text that privileged users can insert into request memos and emails. The Administer privilege is required to create Memo templates. They can insert the template text when they log or update requests by right-clicking in the Memo field and selecting Memo Templates.

Creating New Memo Templates

  1. From the Setup/Administration tab, click on the Memo Templates icon. The Memo Templates designer opens as shown below.

    Memo Templates Display.

  2. From the Home Tab, go to the Memo Templates group.
  3. Click on the New icon. The window shown below opens.

    Memo Template Designer.

  4. Enter a name for the template in the Name field.
  5. Check or uncheck the Private Memo checkbox depending on who is to be allowed to view the memo.
  6. Enter the text of the memo in Memo field.
  7. To insert variables into your message, place the mouse cursor in the position in the text where you want the variable to appear then double-click the applicable variable in the Memo Variables list. The example shown above uses the variables “{Requester}” and “{Request Number}”.
  8. Click the Save icon in the Toolbar to save your memo template.

Editing Memo Templates

To edit a memo template, select the memo you want to edit and click on the Edit icon. Make the changes required then click Save to save the changes.

Deleting Memo Templates

To delete, simply highlight the memo you want to delete and click the Delete icon. This will permanently delete the memo.