Differences
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Both sides previous revision Previous revision Next revision | Previous revision | ||
notify_01 [2023/04/18 14:30] – Shelley Hunter | notify_01 [2024/05/01 10:35] (current) – [Adding an Image] Shelley Hunter | ||
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It is possible to include the thumbnail from a candidate record in a notification, | It is possible to include the thumbnail from a candidate record in a notification, | ||
- | ===== Adding | + | ===== Adding |
- | From 2.23.1+ it is alos possible to send an ad hoc image to all recipients in your selection, this can be useful for sending marketing information that has been created as an image rather than a word document. | + | Images can be included in the notification template by including something like <img width=300 class=" |
+ | |||
+ | From 2.23.1+ it is also possible to send an ad hoc image to all recipients in your selection, this can be useful for sending marketing information that has been created as an image rather than a word document. | ||
In the relevant template add the following :- <img src=" | In the relevant template add the following :- <img src=" | ||
===== Custom Merge Fields ===== | ===== Custom Merge Fields ===== | ||
Some custom merge fields should ONLY be used in notifications (for example some HTML coding), there is now a Notifications Only tick box in Maintenance – Database Set Up – Custom Word Merge Fields. | Some custom merge fields should ONLY be used in notifications (for example some HTML coding), there is now a Notifications Only tick box in Maintenance – Database Set Up – Custom Word Merge Fields. | ||
+ | If using a custom merge fields that requires the information to be over multiple lines e.g. address in a block then the merge field will need to be amended to replace the carriage returns with HTML breaks. | ||
+ | | ||
+ | replace( Item to be Replaced) | ||
===== Adding a URL ===== | ===== Adding a URL ===== | ||
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Click ‘Save to Documents’ > this will save the form into the corresponding documents (Person, Placement or Progress) and also attach the doc to the notification to enable it to be sent. | Click ‘Save to Documents’ > this will save the form into the corresponding documents (Person, Placement or Progress) and also attach the doc to the notification to enable it to be sent. | ||
- | Checklists need to be set up and saved in Maintenance > Agency Setup > Document Templates > Checklists and Notification templates also need to be set up to run from Person, Placement and Progress. On the template ensure you have the Check List box ticked. | + | Checklists need to be set up and saved in Maintenance > Agency Setup > Document Templates > Checklists and Notification templates also need to be set up to run from Person, Placement and Progress. On the template ensure you have the Check List box ticked.// |