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Templates can be setup for use with tasks and messages and can also be implemented when tasks are used within workflow configuration - click here for more information
Use of task/message templates and workflow requires setup from Reapit Support - click here to contact Reapit Support
Template configuration options
Templates can be set up to:
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The body of the task/message template can be set up to use merge codes as well as text. Merge codes instruct the template to take the required information from your Reapit database.
Example template
In this example, a template has been set up to be available from a sales property record. It will be sent as a task to specific users across various offices. Merge codes have been used to pull information from the current property into the task, along with specific instruction text for the users receiving the task.
1. Creating the task From the property record:
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2. Select template Available task/message templates will be displayed
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3. New task/message The new task will be displayed with content determined by the selected template
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