Be aware that the CRM email and phone number is not returned if using CRM 7.1 or above.

These features enable more advanced features in the Insert Notation screen for Documents when viewing or editing a Job. These settings are all set in the appSettings section of the web.config file. If you have modified the web.config file, it is important to take a backup copy before upgrading your installation.

By specifying a subject mask as shown below the subject line of the email can be configured. The format is the same as used in the formation of the document nodes in Document Entry on the desktop. You can only specify fields available in the Document Header record.

<add key="DocumentNoteSubjectMask" value="Site: @TXSITENAME Job: @TXDOCID"/>

 

If you specify a Body Mask, the following icon will be available on the Insert Notation screen and it will insert text based on the mask. The mask itself can pick up dynamic values from fields in the Document Header.

<add key="DocumentNoteBodyMask" value="@TXSITENAME @newline @TXSITEADD1 @newline @TXSITEADD2 @newline @TXSITECITY @TXSITEZIP @newline @TXSITESTE @newline @newline @contact @newline @newline"/>

 

The @newline command will insert a line break and the @contact command will insert contact information as described later in this section.

In addition to this, the text will include the result of the SQL query specified in the following setting. Values from the Document Header record can be inserted as described above, primarily to enable filtering of data.

<add key="DocumentNoteBodySql" value="SELECT VMEQUP.TXEQUP, VMMODL.TXDESC, VMEQUP.TXREGONO FROM VMDTEQ INNER JOIN VMEQUP ON VMDTEQ.TXEQUP = VMEQUP.TXEQUP INNER JOIN VMDT ON VMDTEQ.NMDOCID = VMDT.NMDOCID AND VMDTEQ.WDTRANNUM = VMDT.WDTRANNUM INNER JOIN VMMODL ON VMEQUP.TXMODL = VMMODL.TXMODL WHERE (VMDTEQ.NMDOCID = @NMDOCID) ORDER BY VMDT.NMSEQNUM"/>

By adding the following setting, the to-address will be taken from the employee set on the first Service or Item line in the current document when selecting the Mail icon.

<add key="DocumentNoteToAddress" value ="LineEmployee"/>

 

The following option will look up contact information for the current job in CRM if the Job was created based on a CRM Case. The contact information contains the Contact First Name, Last Name, Email and Phone number. If the Phone number is empty, the Company Phone number is used. The text is inserted into the message body where the @contact marker is placed.

<add key="DocumentNoteContactSource" value="CRM"/>