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Help Desk Software from LBE

Help Desk Software with Windows, Web and E-mail interfaces
 
 

Customize e-mails sent by the helpdesk

The content and subject of each of these message types is read from a template text file, which you are free to modify. They are:

Templates for emails sent to the operator and contact when a Job is actioned:
email_job_closed_contact.txt
email_job_closed_operator.txt
email_job_hold_contact.txt
email_job_hold_operator.txt
email_job_open_contact.txt
email_job_open_operator.txt

Templates for emails sent to the operator and and the manager when a Job is escalated:
email_job_escalate_manager.txt
email_job_escalate_operator.txt


These files must be placed in the same folder as you installed the web helpdesk. If you delete them, a default subject and message body will be used.

You may edit these files using Notepad or similar text editor only. Here is an example of one:

'JOB EMAIL TEMPLATE - JOB STATUS = OPEN
'SENT TO - CONTACT
'
'Please see the helpfile for information on using/modifying this file
#SUBJECT=Helpdesk Job #JOB_ID
Your helpdesk job has been updated/created and can be viewed using this link: #GSTLOGIN
(please use the entire url, which may have wrapped onto more than one line)
#HISTORY


Please note:

  • In this particular example, this file only applies if the jobs status is OPEN. It is only sent to the Customer Contact, another template is used for the email sent to the Operator and for different Job statuses
  • Any line starting with an apostrophe is ignored and will not form part of the email.
  • If you put a new line character in, this will be included in the email.
  • Special keywords (see list below), all start with the # character and will be replaced with the appropriate information from the Job.
  • The email subject will be determined by the line containing #SUBJECT=This is the subject (note the lack of spaces before the = sign)

Special Keywords

#BCC=helpdesk1@lbehelpdesk;helpdesk2@lbehelpdesk - a ; separated list of addresses that will receive a bcc of this email
#GSTLOGIN - this is the url which allows the guest to login and then go straight to a particular Job
#OPLOGIN - this is the url which allows the operator to login and then go straight to a particular Job
#JOB_ID - the job id
#PARENT_ID - the job id of any parent job
#CREATED - the date time the job was created.
#LAST_ACTIONED - the date time the job was actioned (same as CREATED if this is the first action).
#ACTIONED_BY - the name of the operator that actioned the job
#TO_COMPLETE_BY - the target completion date.
#COMPLETED_ON - date the job was actually completed.
#JOB_STATUS - the current job status,
#HOURS_OVERDUE - how many hours overdue (negative if not)
#DAYS_OVERDUE - how many days overdue (negative if not)
#ELAPSED_HOURS - number of hours elapsed since first created (ignoring office hours).
#ELAPSED_DAYS - number of days elapsed since first created (ignoring office hours).
#PROBLEM - Problem description
#TO_DO - To Do description
#SOLUTION - Solution description
#HISTORY - the complete job history
#PASSED_TO - the operator this job was passed on to
#CURRENTLY_OPENED_BY - who has the job open at the moment (if anyone)
#EMAIL_PASSED_TO - the email address of the operator it was passed to
#TIME_SPENT - the amount of time logged against this action ONLY
#MONEY_SPENT - the amount of money logged against this action ONLY
#TOTAL_TIME_SPENT - the amount of time spent so far
#TOTAL_MONEY_SPENT - the amount of money spent so far
#NOTES - the notes of the last action
#CATEGORY - Current job category
#PRIORITY - Current job priority
#JOB_CUSTOM1 - Job Custom1 field value
#JOB_CUSTOM2 - Job Custom2 field value
#JOB_CUSTOM3 - Job Custom3 field value
#JOB_CUSTOM4 - Job Custom4 field value
#ASSET_NUMBER - Asset information (if relevant)
#ASSET_DESCRIPTION
#ASSET_MANUFACTURER
#ASSET_MODEL_NUMBER
#ASSET_SERIAL_NUMBER
#ASSET_PURCHASE_DATE
#ASSET_COMMENT
#ASSET_DISPOSAL_DATE
#ASSET_PURCHASE_ORDER
#ASSET_INVOICE_NUMBER
#ASSET_PURCHASE_PRICE
#ASSET_VENDOR
#ASSET_TYPE_DESCRIPTION
#ASSET_CUSTOM1 - ASSET Custom1 field value
#ASSET_CUSTOM2 - ASSET Custom2 field value
#CONTACT_TITLE - customer contact information:
#CONTACT_FORENAME
#CONTACT_SURNAME
#CONTACT_JOB_TITLE
#CONTACT_TELEPHONE
#CONTACT_FAX
#CONTACT_MOBILE
#CONTACT_EMAIL
#CONTACT_CUSTOM1
#CONTACT_CUSTOM2
#DEPARTMENT_NAME
#DEPARTMENT_LOCATION
#CUSTOMER_NAME
#CUSTOMER_REFERENCE
#CUSTOMER_CUSTOM1
#CUSTOMER_CUSTOM2
#CONTRACT_EXPIRY
#JOB_ALLOWANCE

Home

Web Helpdesk Help Contents:
Introduction
Quick Start
Concepts and terms
System Requirements
Files supplied
Upgrading from earlier versions
Installing
Installing the Access database
Using Sql Server
Using Oracle
Uninstalling
Configuring
Windows Authentication
Trouble-shooting
Features
Contacting LBE
Trial Version
Ordering
Licensing
Importing data from other programs
Our other Helpdesk products
Knowledge base
Log in as Operator
Jobs Search Page
Creating a new helpdesk Job
Sending e-mail
Searching Jobs
Actioning an existing Job
Creating a Child Job
Uploading files to link to a Job
Customize e-mails sent by the helpdesk
What are Guests?
Logging as a Guest
Registering a new Guest
Customer Hierarchy
Adding/Editing a Customer
Adding/Editing Departments
Adding/Editing Contacts
Adding/Editing Assets
Personal Preferences
Linked File Options
Job History Order Options
Items to Include in Job History
Custom Fields
Organization Structure
Auto-escalation Notification
Knowledgebase
Asset Types
Categories
Priorities
Default Working Hours
Helpdesk Operators
Clear Operator Activity
Logging Off
Hiding Records without Deleting them
Error Logging
Protecting your data
Database Structure
Reports
Creating your own reports
Customization

 


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Copyright Leigh Business Enterprises Ltd. 2012

Our Help Desk software for Windows and Web based help desk software will help your business to automate and improve its customer support service. LBE offer a money-back guarantee on all orders so you can purchase without worry. We are committed to offering great support to our customers. Try us and see.