Editing Automated Email Installation

'''SME Automatic Outbound Email Event'''
<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
incoming mail can create a powerful tool for capturing and issuing emails automatically without SME
being open, or user interaction.


== 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

<br>'''Not covered in this add on'''
<br>• Sending Tickets to customer automatically
<br>• 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.
<br>[[File:FieldSchedulerInstall.png]]

<br>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
<br>2. Once you have found the directory you should be able to select your company in the select company drop down.
<br>3. In the Email Add-On section, you can choose which events you wish to enable.
<br>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
will be required to set up the capturing portion.


== Outbound Account Setup ==
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 look and information. If you are interested please notify high5 software.
The automatic outgoing email templates have a few basic rules that, when followed, make it pretty easy to work with:

You need to have a Subject and a Summary field  - these translate to Email Subject and Email Body in the sent email.
-Seen in code as "as Subject" and "as Summary"

You are pulling from service/Install "a", and customer contact "b" as your available database fields to work with.

If it's a non-text field (Such as ordernumber, which is a number), you must use:
cast([field] as varchar(max))

Wrap all fields in isnull([field],'') so as not to break the report on null database values.

Otherwise, you're just writing the email text and adding some simple HTML for formatting.

'<br>' = new line.

Sample Template:

'[' + 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

For a test order with these fields:
Custname: TestCust
OrderNumber: 200
Address: 3243 15th St SomeAddress, SomePlace
Services Performed: "Went to the place and did the stuff"
Summary: Some Job

The above template would give you this layout:

Email Subject: 
[200] for : TestCust

Email Body:
TestCust
3243 15th St SomeAddress, SomePlace
Some Job

200

Services Performed:
"Went to the place and did the stuff"



The standard outgoing email format looks like this:
'[' + 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