Then, you can select the escalation message you want to customize the text.īasically, the flextime escalation has two levels that are on the escalation rules setting on each template. Make sure to select Flex Time Escalation as text type. First, go to the text templates and add a new text template. You can customize the text of the flex time escalation messages sent to users/supervisors. create your account in English and change afterward a company profile to German, then the text templates did not change into German. Please keep in mind that text templates are stationary. On the “Text Templates” page, you can filter data by using the “Search” or “Show all Types” buttons. Just choose the data you’re interested in and click “Search” to get what you need. Or make text block empty by clicking ‘keep it empty’ New default texts can be uploaded by clicking “Load Text Templates” and choosing the right option, as shown here: Once set, the Default Text Template will be used by default in the related email or message. Or by choosing “Set as default” in the dropdown row end menu. This can be done right on the “Edit Text Template” screen by marking the box “Set as default template” as shown below: However, keep in mind that for one text type, you can only set as default a single template. To create a new Text Template, simply click on the “Add Text Template” button and fill the fields. If you change your mind, you can restore the zistemo default text at any time, by simply clicking on “Load Text Templates” -> “zistemo Default”.Īnother great thing is that in zistemo you can have more than one template for one text type. * The subject of your message (if it’s an email) and its body. * The “Template Name” (which is its internal name within zistemo) On the “Edit Text Template” screen, you can change the following: The best part is that you can review and change any of them by clicking on Text Template Name. All these messages, plus default invoice/estimate intros or default Terms and Conditions can be found in Settings -> Text Templates, as you can see in the screenshot below: Therefore, we propose default texts for many of the messages you send through your zistemo account. Use the same category name for all of the choices that you want users to have for a particular building block.Zistemo helps you automate and simplify your business correspondence while making it appear more professional. When you fill out the information in the Create New Building Block dialog box, be sure to click the template name in the Save in list. In the open template, create and save the building blocks that you want to provide to other users. Outlook 2007 only: You can also save the template as a Word Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file). Type a name for the new template, click Outlook Template in the Save as type list, and then click Save. In the Save As dialog box, from the Save as Type list, click Outlook Template. Outlook 2007 only: Click the Microsoft Office Button, and then click Save As. For example, you can create building blocks in a template and distribute the template to other users, who can save the template to the building blocks folder and use the building blocks you created.Ĭlick New to create a blank email message. You can also distribute building blocks with templates. You can access and reuse building blocks at any time.
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