Notes Report Mail Template

Before the Notes Report is sent its mail template must be configured on the Dashboard.

Please note that in line with best practice we advise making a copy of the default Report templates before making any alterations.

  1. Go to Mail Templates > Client Reports
  2. Select Notes Report
  3. Configure the From address, Subject line and Body of the template to match your requirements.
  4. Once done click OK to save and apply the changes
  5. Enter the From address the Reports are to come from
  6. We suggest using the format Descriptive Name <Email Address> to ensure it is accepted by all email clients

  7. Configure the text and HTML content as required
  8. Use the Insert Code drop-down to select substitution strings. For an explanation of the mail wildcards please refer to the Mail Template Wildcards section

    Account Name The name associated with the account

    Client Name The name given to the Client on the Dashboard

    Report Content the content of the Report

  9. OK to save and apply

exec_mailtemp_set clip0186

HTML Body Editor

The edit template dialog contains the option to change both the Plain Text and HTML versions of the email's body. To allow for greater flexibility when configuring the HTML version of the template we have included both a visual WYSIWYG (What You See Is What You Get) and HTML Source editor.

Where you require a more advanced configuration than the WYSIWYG visual editor use the HTML Source Editor.

  1. Click the HTML button above the HTML body
  2. Edit the HTML in the to open the HTML Source Editor
  3. Click Update to save and return to the Mail Template dialog
  4. Review the HTML changes in the WYSIWYG editor
  5. After making any further changes click OK to save the template

Substitution Strings (Wildcards)

Substitution strings replace the wildcard entered in the template with the corresponding value from the database. This allows you to replace generic terms and provide a more personalized message containing your Client's Dashboard details and other information.

Template's support substitution strings in their From address, Subject line and Body (both text and HTML).

To include substitutions strings in the template.

  1. Select where to add the string in the template's From address, Subject line or Body
  2. Choose the substitution string from the dropdown. Only those supported in the selected template field are displayed.
  3. Click Insert Code to insert the string at the selected spot
  4. Click OK to save the template

If adding substitution strings in the template's body we suggest inserting the string in both the Plain Text Message and HTML versions.


Substitution String

From Address

Subject Line




Account Name


Yes Yes Yes Dashboard Name My MSP Dashboard

Client Name


Yes Yes Yes Dashboard Client Name Abertay Pharmaceuticals

Report Content


No No Yes Client-facing Dashboard Notes for that Client

Date Generated


No No Yes Date and time of Report 10 Sep 2019 at 13:57:56PM

Logo Image


No No Yes Dashboard and Dashboard Report logo image

Tagline Image


No No Yes Dashboard and Dashboard Report footer image

SPF Records and the Allowed List

Any changes to the template from address, for example to an email address from your domain, can potentially result in the classification of the email as coming from a spoofed domain.

To avoid this situation we would suggest creating an SPF record in your domain DNS pointing to our mail generating servers. Further information on spoofed emails and SPF can be found in the SPF Records section.

To avert any potential delivery problems if retaining the default email From address, we would advise allowing our email generating servers IP addresses. This is covered in the Allow mail server IP Addresses section.

From Address Format

The Dashboard supports the use of commas as separators when configuring multiple email recipients. Where the template's From address contains a descriptive name that includes a comma, or the possibility of a comma when using substitution strings, we suggest encapsulating the name in inverted commas " ".

We have included examples of this format below.

  • "Descriptive, name" <my@address.rmm>
  • "#ACCOUNT#" <my@address.rmm>
  • "#CLIENT#" <my@address.rmm>