Editing Automated Email Installation
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'''SME Automatic Outbound Email Event''' | '''SME Automatic Outbound Email Event''' | ||
− | <br>The purpose of this add on program is to automatically | + | <br>The purpose of this add on program is to automatically notified Techs and Customers of creation/closing |
and scheduling of Service Tickets or Issues within SME. This bundled with the SME ability to handle | and scheduling of Service Tickets or Issues within SME. This bundled with the SME ability to handle | ||
incoming mail can create a powerful tool for capturing and issuing emails automatically without SME | incoming mail can create a powerful tool for capturing and issuing emails automatically without SME | ||
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== Requirements == | == Requirements == | ||
− | + | • SME version 7.1 or later | |
− | + | <br>• SME Web services setup on IIS for incoming mail. SME does not capture emails directly. | |
− | + | <br>• SME Field Scheduler for setup of Incoming and Outgoing Mail | |
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<br>'''Not covered in this add on''' | <br>'''Not covered in this add on''' | ||
− | + | <br>• Sending Tickets to customer automatically | |
− | + | <br>• Email campaigns | |
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Otherwise, you're just writing the email text and adding some simple HTML for formatting. | Otherwise, you're just writing the email text and adding some simple HTML for formatting. | ||
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'<br>' = new line. | '<br>' = new line. | ||
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Sample Template: | Sample Template: | ||
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'[' + cast(a.OrderNumber as varchar(max)) + '] for : ' + a.CustName as Subject, | '[' + cast(a.OrderNumber as varchar(max)) + '] for : ' + a.CustName as Subject, | ||
isnull(a.CustName,'') + '<br>' + isnull(a.addressblock, '') + '<br>' + a.Summary' + '<br><br>' + cast(a.ordernumber as varchar(max)) + '<br><br>' + 'Services Performed:' + '<br>' + isnull(a.ServPerf,'') as Summary | isnull(a.CustName,'') + '<br>' + isnull(a.addressblock, '') + '<br>' + a.Summary' + '<br><br>' + cast(a.ordernumber as varchar(max)) + '<br><br>' + 'Services Performed:' + '<br>' + isnull(a.ServPerf,'') as Summary | ||
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For a test order with these fields: | For a test order with these fields: | ||
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The standard outgoing email format looks like this: | The standard outgoing email format looks like this: | ||
− | + | <nowiki/ | |
− | <nowiki | + | '[' + cast(a.OrderNumber as varchar(20)) + '] for : ' + a.CustName as Subject, a.CustName + '<br>' +isnull(a.AddressBlock, '') + '<br>' +'Bemuda Elevator Service Order ' + cast(a.DateTimeIn as varchar(100)) + ' has been ' +isnull( a.OrderStatus,'') + '.' + '<br><br>' + |
− | + | 'Priority Level:' +isnull(cast(a.Priority as varchar(20)),'') + '<br><br>' + 'Summary:' +isnull(a.Summary, 'Summary') + '<br><br>' + | |
− | + | 'Contract type:' +isnull(a.SLACategory, 'FSMA or E&L')+ '<br><br>' + 'Order number : '+isnull(cast(a.RefNum as varchar(20)),'') +' Technician assigned: ' + isnull(a.AssignedTo, 'Nobody') + '.' + '<br><br>' +'Site contact: ' + b.Name + ' ' + isnull(b.Email, '') + '<br><br>' +'Services Requested: ' + '<br>' + isnull(a.ServReq,'') + '<br>' +'change order status on arrival & leaving job; + ADD A TIME TICKET WITH NOTE: ' + '<br>' + isnull(a.ServPerf,'') + '<br><br>' as Summary | |
− | + | > | |
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− | + '<br | ||
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− | + ' | ||
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− | as Summary | ||
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