Editing Automated Email for SME
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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 == |