Editing Automated Email Installation
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| − | + | SME Automatic Outbound Email Event | |
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| + | 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 | |
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| − | + | SME Field Scheduler Install Setup | |
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| + | 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 | |
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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 | ||
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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. |
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