Configure the Client-facing Notes Report mail template
Before the Client-facing Notes Report is sent, you must configure the mail template for it.
We recommend you make a copy of the default template before making any template changes.
To configure the Client-facing Notes Report mail template:
- On the N-sight RMM Dashboard, go to Mail Templates > Client Reports > Notes Report
- Enter the From address the Reports are to come from. We recommend you use the format, Descriptive Name <Email Address>, to ensure acceptance by all email clients.
If you use a custom From address in a mail template, you must ensure the address exists. If the From address does not exist, our sender verification check may fail.
- Enter the information for the Subject line, Plain Text Message, and HTML Text message
All content changes must be applied to both the Plain Text Message and the HTML versions.
- Click OK to save
You can use substitution strings in the email template. See the Substitution String information below or see Mail Template Substitution Strings .
Substitution Strings (Wildcards)
Substitution strings replace the wildcard entered in the template with the corresponding value from the database so you can replace generic terms and provide a more personalized message containing your Client's Dashboard details and other information.
Templates support substitution strings in their From address, Subject line and Body (both text and HTML).
To include substitutions strings in a template:
- In the template you are configuring, select where to add the string in the template's From address, Subject line or Body
- Choose the substitution string from the drop-down. Only those supported in the selected template field are displayed.
- Click Insert Code to insert the string at the selected spot
- Click OK to save the template
If you add substitution strings in the template body, we recommend you insert the string in the Plain Text Message and the HTML versions.
The following substitution strings are available for the Notes Report email:
| Variable | Substitution String | Description | Example |
|---|---|---|---|
| Account Name | #ACCOUNT# | Dashboard Name | My MSP Dashboard
|
| Client Name | #CLIENT# | Dashboard Client Name | Abertay Pharmaceuticals
|
| Report Content | #CONTENT# | Client-facing Dashboard Notes for that Client |
|
| Date Generated | #DATE# | Date and time of Report | 10 Sep 2019 at 13:57:56PM
|
| Logo Image | #LOGO_IMG# | Logo image used on the N-sight RMM Dashboard and the Dashboard Report |
|
| Tagline Image | #TAG_IMG# | Footer image used on the N-sight RMM Dashboard and the Dashboard Report |
|
SPF Records and the Allowed List
Changes to the template From address, for example to an email address from your domain, can result in the email being classified as coming from a spoofed domain.
If you use Sender Policy Framework (SPF) and a custom From address for Alerts and Reports, we recommend you Configure SPF Records for N-sight RMM
If you have an email security firewall in place, we recommend you allow our mail server for N-sight RMM.
From Address Format
The N-sight RMM Dashboard supports the use of commas as separators when you configure multiple email recipients. If the From address contains a descriptive name with a comma, or the possibility of a comma when using substitution strings, we recommend you encapsulate the name in inverted commas " ". For example:
- "Descriptive, name" <my@address.rmm>
- "#ACCOUNT#" <my@address.rmm>
- "#CLIENT#" <my@address.rmm>
If you use a custom From address in a mail template, you must ensure the address exists. If the From address does not exist, our sender verification check may fail.