Automated Email for SME - Revision history

DavidG: Added info to Incoming email

2018-02-06T16:09:51Z

Added info to Incoming email

2016-07-11T16:11:09Z

2016-06-08T21:24:04Z

2016-06-08T20:32:46Z

2014-01-15T16:43:37Z

2013-11-21T23:33:22Z

Outgoing Emails for Issues

2013-11-21T23:23:56Z

Outgoing Emails for Orders

2013-11-21T23:23:13Z

Outgoing Emails for Orders

2013-05-29T22:17:49Z

2013-05-29T21:26:20Z

@@ Line 160: / Line 160: @@
 == Incoming Emails to Order ==
 You can provide your customers with an email address and when they email that address, a service order can be created in SME. The person emailing you must be in SME as a contact for a company. The contact should have the email address. SME will match the email address the email is sent from and create the order for the contact and company for that email.
 <br>- The subject line goes to the Order summary
 <br>- The body of the email goes to Services Requested
@@ Line 168: / Line 168: @@
 <br>The Field Scheduler setting is circled in the image below. You will need to notify High5 Support (support@h5sw.com) of the email address you want your customers to email so we can set it up for you.
 <br>[[File:IncomingOrdersSetting.png]]
 == Incoming Emails to Issues ==
@@ Line 176: / Line 181: @@
 <br>The Field Scheduler setting is circled in the image below. You will need to notify High5 Support (support@h5sw.com) of the email address you want your customers to email so we can set it up for you.
 <br>[[File:FieldScheduler_IncomingIssue.png]]
 == Reply to outgoing email updates order in SME ==

@@ Line 5: / Line 5: @@
 <br>- Replies to outgoing emails can updated the related order or issue in SME
-<br>If you purchased Automated Email, the first thing you will need to do is install field scheduler and webservices. Contact support (support@h5sw.com) to get this installed.
+<br>If you purchased Automated Email, the first thing you will need to do is install field scheduler for outgoing and webservices for incoming. Contact support (support@h5sw.com) to get this installed.
 <br>Once you have field scheduler and webservices installed, you can now setup the different options described below.

@@ Line 13: / Line 13: @@
 <br>In SME, go to '''Setup''' > '''Users'''
 <br>Search for the Admin user
-<br>Click the '''Email Settings''' tab and setup the email you want to user.
+<br>Click the '''Email Settings''' tab and setup the email you want to use.
 <br>Admin_EmailSettingsTab.png

@@ Line 2: / Line 2: @@
 <br>- There are Outgoing Emails that are sent when orders and issues are opened, closed or change statuses.
 <br>- The Outgoing Email portion can also send meeting requests to your technicians when you schedule them on dispatch.
-<br>- Automated email also will take incoming emails from your customers and create orders or issues in SME.
+<br>- Automated email will also take incoming emails from your customers and create orders or issues in SME.
 <br>- Replies to outgoing emails can updated the related order or issue in SME

@@ Line 30: / Line 30: @@
 <br> The outgoing email template for new orders looks like this:
 <br>[[File:OutgoingEmailOnOpenOrder.png]]
 <br> If you need to change the email template, contact support (support@h5sw.com)
@@ Line 92: / Line 107: @@
 Automated Outgoing Email can send an email when the PO Status changes.
 <br>[[File:AutomatedOutgoingEmail_POStatus.png]]
+<br>
 <br>Setup your Purchase Order Statuses and assign who gets emailed for each status
 <br>[[File:AddNewPOStatus.png]]

@@ Line 64: / Line 64: @@
 == Outgoing Emails for Issues ==
 Emails can be sent out to the customer when an issue is created, when an issue is closed, or when an issue hits certain issue statuses. These options are setup in Field Scheduler.
-<br>1. Go to your SME folder (right click on shortcut on your desktop and select “open file location”
+<br>1. Go '''utilities''' > '''utilities''' > '''custom''' > and double click on '''Custom''' '''Email''' '''Settings'''
-<br>2.Open Field Scheduler Install
+<br>2. To add outgoing email trigger for Issues, click '''Maintain Layouts''' > '''Add Issue Status Layout'''
-<br>3.Locate the following options and check the one you want (circled in image below):
+<br>3. Select the Issue Status Email in the Name column. Review what is entered in the Value section. If "0" entered, then no email will be triggered for issue status changes. If "1" is entered, then emails will be triggered using the standard template. If you have a custom email template, then the template will be saved in this section.
-<br>- '''Outgoing Email on Issue Tech''' - Emails tech in the Assigned to field on new issues created AND if the tech has changed.
+<br>[[File:IssueStatusEmail.png]]
-<br>- '''Outgoing Email on New Issue''' - Send emails to customer when a new issue is opened for them
 <h3>Issue Status Change Emails</h3>

@@ Line 16: / Line 16: @@
 <br>Admin_EmailSettingsTab.png
-<h3>Outgoing Email options to customers</h3>
+<h3>Outgoing Email options</h3>
 Emails can be sent out to the customer when an order is created, when an order is closed, or when an order hits certain order statuses.
 <br>To set these options:

@@ Line 17: / Line 17: @@
 <h3>Outgoing Email options to customers</h3>
-Emails can be sent out to the customer when an order is created, when an order is closed, or when an order hits certain order statuses. These options are setup in Field Scheduler and in the order statuses in SME.
+Emails can be sent out to the customer when an order is created, when an order is closed, or when an order hits certain order statuses.
 <h3>Outgoing Email Template for new and closed orders</h3>

@@ Line 87: / Line 87: @@
 <br>-- '''All user who are Dispatch / Lead Techs''' (this is set in TechPortal by clicking Settings > Dispatcher as shown in the image below)
 <br>[[File:TechPortal_Dispatcher.png]]
@@ Line 115: / Line 132: @@
 <br>[[File:TodaysLaborTab_Publish.png]]
 <br>With this setting, you can choose which labor items will be sent out as meeting requests by checking the Publish Changes button and you can control when the meeting requests are being sent with the Publish button in dispatch.