Update Email Notifications

Use the One-Step Action Manager in the CSM Desktop Client to update email notifications.

To update email actions:

  1. In the Desktop Client, select One-Step in the menu bar and then select One-Step Manager.
  2. Change the association to Work Order.
  3. Right-click Email Customer on Create, and select Edit. In the editor:
    1. Select Create E-mail Action, and add your organization's email account to the Send via field.
    2. Select OK.
  4. Repeat the previous step and substeps for the Email Customer on Close and Email Work Order Assignee actions.
  5. Select Close.