Step 4 - Configuring Smart Tags
Purpose: Enable/Disable a Predefined or User Defined Field (UDF) as a smart tag
Prerequisites:
- Novo Mail Service purchase
- Novo Mail Service is licensed
- Novo Mail Service is enabled in Admin>Setup>Core/General>Settings
- Smart Tags are enabled in Admin>Setup>Core/General>Incoming Email Settings
Steps:
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Navigate to Admin>Setup>Requests>Mail Smart Tags
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Click the edit icon
to the left of the field you want to enable or disable.
Note: All Predefined fields are enabled by default
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Check the box that appears in the Enable column
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Click the Update button
What happens now? ....
The edited Smart Tag is now enabled and and can be updated via email; (see the related article How to update Requests using Smart Tags).
Sub Articles
How to update Requests using Smart Tags