Managing FSM Notifications

In Field Service Management (FSM), customer notifications are normally service-report emails sent after field work is complete. A notification has two parts:

• An HTML email template for the message body.

• A PDF service report generated from an XML template and attached to the email.

Set up notifications separately for cases, CRM tasks, and project tasks. Each record type can use different rules, templates, senders, recipients, and report content.

Use the following topics to understand and configure FSM notifications:

• About Standard Notifications Templates

• Configuring Notifications

• Configuring Notification Sender and Recipients

• Configuring the Notification Content

General Notices