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Loan Equipment Wizard Email
#1
Hi There
Are any customers out there using the On Loan Wizard for lending out equipment? We are looking at using this, but formatting of the text in the email that gets sent out is not in a format that is easily readable by users. ( see attached screenshot)
We looked at amending the text, or using database fields or workflow tags in the email, but this has not worked.
We logged a call with support, who informed us that it is not possible to change the formatting of the existing text, or use database fields or workflow tags in the email.
Does anyone have any ideas about how to get around this?

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Dean, proud to be a member of EV CONNECT FORUM since Jul 2018.

#2
Hi Dean,

We've created a loaner process called Reservation Center that is extremely easy to use and allows accepting an infinite number of future reservations against your loaner devices. You can see a quick video here:

https://youtu.be/Tj0-sYacuhE

If you'd like more info contact me at my email below...

-Jack
Jack Reeder
FMX Solutions Inc.
Jack.Reeder@fmxsolutions.com

#3
(12-05-2018, 11:57 AM)Dean Wrote: Hi There
Are any customers out there using the On Loan Wizard for lending out equipment? We are looking at using this, but formatting of the text in the email that gets sent out is not in a format that is easily readable by users. ( see attached screenshot)
We looked at amending the text, or using database fields or workflow tags in the email, but this has not worked.
We logged a call with support, who informed us that it is not possible to change the formatting of the existing text, or use database fields or workflow tags in the email.
Does anyone have any ideas about how to get around this?

Hello,

It's not easily possible to modify the email template, you should go on XML of wizard "On Loan".

I use a Vmware to do this, ask to your local provider.

You can also create a Business rules that trigger change of status 'lent' and customized subtly email and recipient.

P.ABBE
ABBE Philippe, proud to be a member of EV CONNECT FORUM since Nov 2015.

#4
We created our own process using a Service Request, Alerts and Business Rules and bypassed built-in process. We needed automatic user reminders and a way to charge-off assets that weren't returned.
jhendrix, proud to be a member of EV CONNECT FORUM since Apr 2016.

#5
(01-11-2019, 12:00 PM)jhendrix Wrote: We created our own process using a Service Request, Alerts and Business Rules and bypassed built-in process.  We needed automatic user reminders and a way to charge-off assets that weren't returned.

I think that's the route we will need to go down too, we only need  very basic process to start off with, so it's pretty disappointing that the functionality that EV ships with ( which is pretty much sufficient for our needs) is let down by a poorly formatted email that I don't see anyone would be OK with sending out to their user base.
Dean, proud to be a member of EV CONNECT FORUM since Jul 2018.

#6
I'll be happy to share my OneNote file on our processes. Send me a PM with your email as the file is too large and complex to attach here
jhendrix, proud to be a member of EV CONNECT FORUM since Apr 2016.






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