This feature was added in 11.2 largely to coincide with the Rich Text features to provide a way everyone to see what the email communication will look like before it is used with a customer.
Both Rich Text and Plain Text emails can be tested. The "Send Test Email" link is available on every Email Communication in the software.
When the "Send Test Email" link is click, a prompt will appear asking for an email address. This is where the software will send the test email.
Send Test Email Link
- When the Test Email is sent, the software will convert all of the variables to an actual value. For example for the $Day variable it will convert to the current day. Other variables like $CustomerName, $ServiceCall Type or $ServiceAgreementName the software will hardcode a value. So don't be alarmed by the value, it is meant for demonstration purposes only.