Editing Automated Email for SME
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<br>- There are Outgoing Emails that are sent when orders and issues are opened, closed or change statuses. | <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>- The Outgoing Email portion can also send meeting requests to your technicians when you schedule them on dispatch. | ||
− | <br>- Automated email will | + | <br>- Automated email also will 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 | <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 | + | <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>Once you have field scheduler and webservices installed, you can now setup the different options described below. | <br>Once you have field scheduler and webservices installed, you can now setup the different options described below. | ||
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<br>In SME, go to '''Setup''' > '''Users''' | <br>In SME, go to '''Setup''' > '''Users''' | ||
<br>Search for the Admin user | <br>Search for the Admin user | ||
− | <br>Click the '''Email Settings''' tab and setup the email you want to | + | <br>Click the '''Email Settings''' tab and setup the email you want to user. |
<br>Admin_EmailSettingsTab.png | <br>Admin_EmailSettingsTab.png | ||
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<br> The outgoing email template for new orders looks like this: | <br> The outgoing email template for new orders looks like this: | ||
<br>[[File:OutgoingEmailOnOpenOrder.png]] | <br>[[File:OutgoingEmailOnOpenOrder.png]] | ||
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<br> If you need to change the email template, contact support (support@h5sw.com) | <br> If you need to change the email template, contact support (support@h5sw.com) | ||
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== Outgoing Emails for Issues == | == 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. | 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 | + | <br>1. Go to your SME folder (right click on shortcut on your desktop and select “open file location” |
− | <br> | + | <br>2.Open Field Scheduler Install |
− | + | <br>3.Locate the following options and check the one you want (circled in image below): | |
− | <br>[[File: | + | <br>- '''Outgoing Email on Issue Tech''' - Emails tech in the Assigned to field on new issues created AND if the tech has changed. |
− | + | <br>- '''Outgoing Email on New Issue''' - Send emails to customer when a new issue is opened for them | |
+ | <br>- '''Outgoing Email on Issue Close''' - Send email to customer when their issue is closed | ||
+ | <br>[[File:OutgoingIssueInFieldScheudler.png]] | ||
<h3>Issue Status Change Emails</h3> | <h3>Issue Status Change Emails</h3> | ||
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Automated Outgoing Email can send an email when the PO Status changes. | Automated Outgoing Email can send an email when the PO Status changes. | ||
<br>[[File:AutomatedOutgoingEmail_POStatus.png]] | <br>[[File:AutomatedOutgoingEmail_POStatus.png]] | ||
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<br>Setup your Purchase Order Statuses and assign who gets emailed for each status | <br>Setup your Purchase Order Statuses and assign who gets emailed for each status | ||
<br>[[File:AddNewPOStatus.png]] | <br>[[File:AddNewPOStatus.png]] | ||
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== Incoming Emails to Order == | == 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. | + | 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 subject line goes to the Order summary | ||
<br>- The body of the email goes to Services Requested | <br>- The body of the email goes to Services Requested | ||
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<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>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]] | <br>[[File:IncomingOrdersSetting.png]] | ||
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== Incoming Emails to Issues == | == Incoming Emails to Issues == | ||
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<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>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]] | <br>[[File:FieldScheduler_IncomingIssue.png]] | ||
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== Reply to outgoing email updates order in SME == | == Reply to outgoing email updates order in SME == |