User Preferences - Revision history

Amy at 21:06, 2 October 2013

2013-10-02T21:06:40Z

2013-07-17T23:43:36Z

2013-03-19T19:44:44Z

2013-03-19T19:44:23Z

2013-03-19T19:42:25Z

2013-03-19T19:41:36Z

2013-03-19T19:41:16Z

2012-04-10T16:02:50Z

2012-04-10T16:02:29Z

2012-04-10T16:01:36Z

@@ Line 40: / Line 40: @@
 [[File:EmailPreferences.jpg]]
-#       Go to the users machine and open SME.
+#       Log into SME as the User you need to setup.
-#       Click Preferences.
+#       Click '''Preferences'''.
-#       In the Current User Preferences, select the Email tab and fill out the following fields:
+#       In the Current User Preferences, select the '''Email''' tab and fill out the following fields:
 *       Outgoing Email Server – Type your Exchange Server Name
 *      Email login name User Name – Type your Exchange User Name
@@ Line 50: / Line 54: @@
 *      Password -
 *        Port – leave blank if the port is standard
 <br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail.

@@ Line 32: / Line 32: @@
 <br>[[File:MinimumPrepaidHours Customer.png]]
-<br>Click [[Prepaid Services and Hours]] for more info on Prepaid Labor and Services.
+<br>Click [[Prepaid Hours]] for more info on Prepaid Labor in SME
 <h3>Email</h3>

@@ Line 29: / Line 29: @@
 <br>'''Check for Min Levels every __ Days''' - enter how frequently you want SME to check Min Levels for prepaid hours and services.
-<br><br>Setup the Minimum Prepaid and Service Level Warnings in '''Customer''' record >''' Install Info''' tab (image below)
+<br>Setup the Minimum Prepaid and Service Level Warnings in '''Customer''' record >''' Install Info''' tab (image below)
 <br>[[File:MinimumPrepaidHours Customer.png]]

@@ Line 25: / Line 25: @@
 <br>'''Generate Recurring Orders''' – if checked, user will be prompted to generate recurring orders when they startup SME.
 <br>'''Generate Customer Equipment Expiration Warnings'''– if checked, user will be notified of customer equipment expirations.
-<br>'''Generate MinimumPrepaid Hours Level warnings''' - if setup in the customer record (image below), the user will get an activity created upon expiration
+<br>'''Generate Minimum Prepaid Hours Level warnings''' - if setup in the customer record (image below), the user will get an activity created upon expiration
 <br> '''Generate Minimum Prepaid Services Level Warnings'''- if setup in the customer record (image below), the user will get an activity created upon expiration
 <br>'''Check for Min Levels every __ Days''' - enter how frequently you want SME to check Min Levels for prepaid hours and services.
@@ Line 31: / Line 31: @@
 <br><br>Setup the Minimum Prepaid and Service Level Warnings in '''Customer''' record >''' Install Info''' tab (image below)
 <br>[[File:MinimumPrepaidHours Customer.png]]
 <h3>Email</h3>

@@ Line 27: / Line 27: @@
 <br>'''Generate MinimumPrepaid Hours Level warnings''' - if setup in the customer record (image below), the user will get an activity created upon expiration
 <br> '''Generate Minimum Prepaid Services Level Warnings'''- if setup in the customer record (image below), the user will get an activity created upon expiration
 <br><br>Setup the Minimum Prepaid and Service Level Warnings in '''Customer''' record >''' Install Info''' tab (image below)

← Older revision		Revision as of 16:01, 10 April 2012
Line 46:		Line 46:

	a. Check if you want to send emails out through SME.		a. Check if you want to send emails out through SME.
		+	b. Do not check if you want to send out through Outlook.

−	b. ~~Do not check if you want to send~~ out ~~through Outlook~~.	+	<br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail.