Updates to Nexsyis: customize default email subject lines and more

Customize Default Email Subject Lines

A new group, Application Email Subject, has been added to the Customer Messaging Templates setup screen. Company administrators* can now configure default email subject lines for the following email screens:

1. AP Payment Email Subject

• Triggered from: the AP Payments screen when emailing a remittance 

• Default Subject: Payment made on your behalf of {LegalEntity}.

• Important Note: "Legal Entity" is the only dynamic field supported for this email type. Do not use the green "+" button to add additional fields.

2. Customer Manual Update

• Triggered from: Folder > Communication tab when selecting "Email" as the communication method

• Default Subject: An update regarding your repair

3. Folder Screen Email Subject

• Triggered from: Clicking the email icon button at the bottom of the Folder screen to email outside of Nexsyis

• Default: Folder: {ContactID}: {CustomerName} 

4. Purchase Order Email Subject

• Triggered from: Sending a Purchase Order email from Nexsyis 

• Default: Purchase Order {PO#} For Folder: {ContactID}.

• Important Note: "PO # is not available via the green "+" button but can be manually added using the format "{PO#}"

*Permission required: Transaction Permissions / Customer Communications

Operators setup screen

The Hide Inactive checkbox on the By Operator setup screen is now set to Show Inactive by default.

Vehicle Return - Default Resource

When creating a new Vehicle Return, the Return Resource will now default to the Service Resource from the Folder