Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Email Text

Use the Email Text screen to create text for auto-generated emails.

Location

To display the screen, complete the following steps:

  1. Click Time & Expense > Configuration > General Controls > E-mail Text .  

Contents

Screen Fields

Field Description
Email Source
From the drop-down list, select the report for which the email will be generated. Options include:
  • Break Check
  • Daily Floor Check
  • Line Level Approval
  • Timesheet Reminders
  • Timesheet Status
Email Reason

This field displays the types of emails available for the selected report.

The available options depend on the value selected from Email Source. If there is only one option it displays by default and the field is not editable.

If there is more than one option available, select it from the drop-down list, select the reason the email will be generated (for example, a timesheet has a status of Missing, Opened, Rejected, Signed, or Failed)

Email Section From the drop-down list, select either Subject or Body, depending on whether you want to add custom text to that part of the message.
Role

From the drop-down list, select the role that will receive the message.

Text

Field Description
Default

This area is non-editable and shows the default text that will display in either the subject line or body, depending on what is presently selected in Email Section.

Custom

Depending on what is presently selected in Email Section (for example, Subject or Body), enter any custom text that should display in either the subject or body section of the message. When this field contains content, it is sent instead of the default text.