Configure your Board request outputs

Expert Agent automates the process of sending requests to your contractors. 

This section of the configuration allows you to set your default outputs sent to the contractors.

1. Go to Tools – Configuration
2. Select Board Output from Property Configuration.
3. If you intend on sending Text Messages to your contractors you are able to setup the default text here.  Please note the merge codes available for you to include in the default text. Just type the message in full. When you need a code, add it in as shown. Here’s an example: Hi. We need [boardstatus] on [property] by [daterequired], please. Regards [negotiator], [branch], [negotiator_phone]
4. Enter the default text you would like to display in the email sent to the contractor. In this case, you don’t need to use merge fields for your contact details (and, in fact, they don’t work here). Instead, the email will always have your header, branch details and contact details. Hence the message needs to be something like: We’d be grateful if you would arrange to do the following board movements. Please let us know when you’ve completed them.
5. This section allows you to choose the HTML template you wish to use for the report element of the board changes email.  There is an Expert Agent master template available for you to use called Board Movements Content – you MUST make sure this or another report is selected  This can be found under the “Report Items” type.
6. Save