Editing Automated Email Installation

'''SME Automatic Outbound Email Event'''
<br>The purpose of this add on program is to automatically notify 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
* 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
* Admin account in SME must have a valid and working SMTP outgoing email, see [[Email Settings]]
* Exclusive Access is Required - All Users Must Be Out of SME

<br>'''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.
<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.

<nowiki>
'<br>' = new line.
</nowiki>

Sample Template:

<nowiki>
'[' + 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
</nowiki>

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:

<nowiki>
'[' + cast(a.OrderNumber as varchar(20)) + '] for : ' + a.CustName  as Subject, a.CustName + '<br>' +isnull(a.AddressBlock, '') + '<br>' +'Company Name 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
</nowiki>
@@ Line 91: / Line 91: @@
 <nowiki>
-(case when a.BillingStatUID = 'void' then 'Order VOID'
+'[' + cast(a.OrderNumber as varchar(20)) + '] for : ' + a.CustName  as Subject, a.CustName + '<br>' +isnull(a.AddressBlock, '') + '<br>' +'Company Name Service Order '  +  cast(a.DateTimeIn as varchar(100)) + '     has been ' +isnull( a.OrderStatus,'') + '.'  + '<br><br>' +
-            else (case when isnull(a.OrderStatus, '') = '' then 'Order Open'
+'Priority Level:'   +isnull(cast(a.Priority as varchar(20)),'') + '<br><br>' + 'Summary:' +isnull(a.Summary, 'Summary') + '<br><br>' +
-                        else '' + '' end) end) + ' [' +isnull(cast(a.OrderNumber as varchar(100)), '') + '] '
+'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
-                        +': '+ a.CustName + '  - Status Updated By: '+(Select Name From SMPUser Where UserName = a.WhoEdit)
-                        as Subject, +
-+ '<br/><font size="2" face="verdana" color="black">'
-+ '<br/>' +
-+ '<br/> <strong>' +'Customer: '+  a.BillName + '</strong><br/>'
-+ '<br/>' +
-+ '<br/>' +'Site Address: '+ '<br/>' +a.CustName
-+ '<br/>' + a.Address1+', '
-+ '<br/>' +''+ a.City + ', ' + a.St+' ' +a.Zip
-+ '<br/>' +
-+ '<br/>' +'Site Phone : ' + (Select distinct isnull(a.fPhone, '') From CustCont b Where a.contactuid = b.uid)
-+ '<br/>' +'Contact: '+ (Select distinct b.Name From CustCont b Where b.UID = a.Contactuid) +
-+ '<br/>' +'Email : ' + (Select distinct isnull(b.Email, '') From CustCont b Where a.contactuid = b.uid)
-+ '<br/>' +
-+ '<br/>' +'Service Order Number:  ' +'<strong>'+           coalesce(convert(varchar, a.Ordernumber), '')+'</strong>'
-+ '<br/>'
-+ '<br/>' + 'Order Summary: ' + a.Summary+ ' '+
-+ '<br/>' + 'Taken By:   ' + a.TakenBy+ ' '+
-+ '<br/>' + 'Open Date/Time: ' +isnull(cast(a.DateTimeIn as varchar(100)),'') +
-+ '<br/>' + 'Date/Time Due:  ' +isnull(cast(a.DateTimeDue as varchar(100)),'') +
-+ '<br/>' + 'Order Status:   ' + a.OrderStatus+ ' '+
-+ '<br/>' + 'Close Date/Time:' +isnull(cast(a.DateTimeClosed as varchar(100)),'') +
-+ '<br/>' + 'SLA Category: ' + a.SLACategory+ ' '+
-+ '<br/>' + 'Refrence Number: ' + a.RefNum+ ' '+
-+ '<br/>' + 'Tech Assigned:   ' + a.AssignedTo+ ' '+
-+ '<br/><strong>'+'Services Requested:' + '<strong>'
-+ '<br/>' +isnull(a.ServReq,'')
-+ '<br/>'
-+'<div align="center"> <span style="font-size:smaller;"></span></div></font>'
-as Summary
 </nowiki>