Editing Automated Email Installation
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
− | + | SME Automatic Outbound Email Event | |
− | + | ||
+ | Purpose | ||
+ | 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 | ||
being open, or user interaction. | being open, or user interaction. | ||
+ | Requirement | ||
+ | • SME version 7.1 or later | ||
+ | • SME Web services setup on IIS for incoming mail. SME does not capture emails directly. | ||
+ | • SME Field Scheduler for setup of Incoming and Outgoing Mail | ||
− | + | Not covered in this add on. | |
− | + | • Sending Tickets to customer automatically | |
− | + | • Email campaigns | |
− | |||
− | |||
− | |||
− | + | SME Field Scheduler Install Setup | |
− | |||
− | |||
+ | The Field Scheduler is used to choose the setting of both incoming and outgoing mail. The interface as | ||
+ | shown below displays the options that available. A description of what each event being selected is | ||
+ | provided below the event header. | ||
− | + | 1. If C:\Users\Public\High5software is not the default directory. Then you must click on the | |
− | + | browse button to navigate to location of SME5.exe | |
− | + | 2. Once you have found the directory you should be able to select your company in the select | |
+ | company drop down. | ||
+ | 3. In the Email Add-On section, you can choose which events you wish to enable. | ||
+ | 4. Once you are done you click Install Field scheduler. Close the application when it completed. | ||
− | + | Inbound Account Setup | |
− | |||
− | |||
− | |||
− | |||
− | |||
Server part of Mail services is hosted by high 5 Software. Login requirements for your inbound accounts | Server part of Mail services is hosted by high 5 Software. Login requirements for your inbound accounts | ||
will be required to set up the capturing portion. | will be required to set up the capturing portion. | ||
+ | Outbound Account Setup | ||
− | |||
The automatic outbound email utilizes the settings found under the Administrator. | The automatic outbound email utilizes the settings found under the Administrator. | ||
+ | Modifying outbound looks and information Emails | ||
− | + | It is possible to modify the outbound emails looking and information. If you are interested please notify | |
− | It is possible to modify the outbound emails | + | high5 software. |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |