NetClose - Custom Task Email Notifications
In addition to the standard task email notifications, you can also create custom task email notifications. An example of a custom email notification would be to send an email to all NetClose users when tasks have been generated, or to send an email to specific users only when certain tasks' statuses have changed. The variety of automation fields allow tasks users to create unique email notifications for all kinds of situations.
To add custom notifications, begin by navigating to NetClose > Setup > Email Automation. You will be brought to your 'NetClose Email Automation List' page. Here you can see any existing email automations you have or you can use the 'New NetClose Email Automation' button to create a new email automation.
Creating a new NetClose Email Automation
Begin by clicking into the 'New NetClose Email Automation' button shown above. You will be navigated to the 'NetClose Email Automation' page with a wide variety of different fields and lists for you to choose from. With the use of these fields, you can design your own custom email notification. Don't forget to save your changes at the end!
| Field | Description |
| Primary Information | |
| Name/Description | List the name you want to give to your email automation. This is the name that will show on the 'NetClose Email Automation List' page. |
| Email author/From | From the dropdown, select the NetClose user who should be listed as the author of the email. |
| Task | From the list, select the task the email notification relates to. |
| Send of Relative Day | If the email should be sent on a specific day, list the relative day here. Enter a positive number to send the email on that relative day of the month following month end. Enter a negative number to send the email on that number of days before month end. |
| Send on Trigger | Use this field to send the email based on one of the listed triggers associated with the linked task. Trigger examples include a task being created or an assignee being changed. When using this trigger, you do not also need to list a relative day trigger. |
| Recipients | |
| Send to NetClose Users | Select the names of the NetClose users that should receive the email. |
| Send to email Address List | Enter the email addresses for recipients on the email that are not NetClose users, in the following format: name@email.com, name2@email.com, name3@email.com |
| CC NetClose Users | Select the names of the NetClose users that should be CC'd on the email |
| CC to email Address List | Enter the email addresses for recipients that should be CC'd on the email that are not NetClose users, in the following format: name@email.com, name2@email.com, name3@email.com |
| BCC NetClose Users | Select the names of the NetClose users that should be BCC'd on the email |
| BCC NetClose List | Enter the email addresses for recipients that should be BCC'd on the email that are not NetClose users, in the following format: name@email.com, name2@email.com, name3@email.com |
| Content | |
| Email Subject | Enter the subject for the email that will be sent out. |
| File Attachment | Use this field to attach a file from the file cabinet or your computer to be attached to the email. |
| Saved Search Attachment | Attach a saved search where the results should be included as an attachment to the email. |
| Email Body | Enter any text or images for the body of the email including the email signature. |