Message formats are used when sending email messages to customers and email, or text messages to drivers. 

To access message formats go to Maintenance > Message Formats.

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How to Add a New Message Format

1. Go to Maintenance > Message Formats.

2. Click the New button in the toolbar.

Alternate steps:

1. Click the arrow next to the New button, or press the Alt + N keys.

2. Click Message Format, or press the M key.

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How to Copy a Message Format

1. Go to Maintenance > Message Formats.

2. Right-click the message format you would like to copy.

3. Select Copy. 

4. Enter a new Format ID and click OK. 

Alternate steps:

1. Go to Maintenance > Message Formats.

2. Click the message format you would like to copy to select and highlight it blue.

3. Press the Ctrl + C keys.

4. Enter a new Format ID and click OK. 

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How to Edit a Message Format

1. Go to Maintenance > Message Formats.

2. Double-click the message format you would like to edit.

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How to Delete a Message Format

1. Go to Maintenance > Message Format.

2. Double-click the message format you would like to delete.

3. Click the Delete button at the bottom of the form.

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Format Form

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Message Format Form

General

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Format

The Format tab allows you to set up the message to be sent. Use Available Fields to add auto-populated information to the message by clicking on the one you want to use and dragging it to the Message Format section. Available Fields available vary based on the Message Type in the General tab.

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Advanced

The Advanced tab allows you to execute a custom SQL statement when the message format is triggered and/or use a report format for the message format. 

Execute Custom SQL

Check the Execute SQL Statement checkbox and enter the SQL you would like to execute in the text are below.

Use Report Format

Select the Report Format you would like to use.

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X Mobile Settings

The X Mobile Settings tab is visible when Message Type is set to "Driver". The X Mobile Settings tab allows you to select which actions are available in X Mobile when using the message format.

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Message Formats in the Operations App 

Customers

Select message formats to send your customers in the Alerts section in the Contact tab of the customer record. See Customers - New/Edit Customer.

Drivers

Select the message format sent to the driver in the driver record. See Drivers (Classic Operations App).

Human Resources

Select the message format to send the human resource in the Settlements tab of the human resource record. See Human Resources - New / Edit Human Resource.

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