Editing User Preferences
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<br>'''Generate Recurring Orders''' – if checked, user will be prompted to generate recurring orders when they startup SME. | <br>'''Generate Recurring Orders''' – if checked, user will be prompted to generate recurring orders when they startup SME. | ||
<br>'''Generate Customer Equipment Expiration Warnings'''– if checked, user will be notified of customer equipment expirations. | <br>'''Generate Customer Equipment Expiration Warnings'''– if checked, user will be notified of customer equipment expirations. | ||
− | <br>'''Generate | + | <br>'''Generate MinimumPrepaid Hours Level warnings''' - if setup in the customer record (image below), the user will get an activity created upon expiration |
<br> '''Generate Minimum Prepaid Services Level Warnings'''- if setup in the customer record (image below), the user will get an activity created upon expiration | <br> '''Generate Minimum Prepaid Services Level Warnings'''- if setup in the customer record (image below), the user will get an activity created upon expiration | ||
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− | <br>Setup the Minimum Prepaid and Service Level Warnings in '''Customer''' record >''' Install Info''' tab (image below) | + | <br><br>Setup the Minimum Prepaid and Service Level Warnings in '''Customer''' record >''' Install Info''' tab (image below) |
<br>[[File:MinimumPrepaidHours Customer.png]] | <br>[[File:MinimumPrepaidHours Customer.png]] | ||
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<h3>Email</h3> | <h3>Email</h3> | ||
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[[File:EmailPreferences.jpg]] | [[File:EmailPreferences.jpg]] | ||
− | # | + | # Go to the users machine and open SME. |
− | # Click | + | # Click Preferences. |
− | # In the Current User Preferences, select the | + | # In the Current User Preferences, select the Email tab and fill out the following fields: |
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* Outgoing Email Server – Type your Exchange Server Name | * Outgoing Email Server – Type your Exchange Server Name | ||
* Email login name User Name – Type your Exchange User Name | * Email login name User Name – Type your Exchange User Name | ||
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* Password - | * Password - | ||
* Port – leave blank if the port is standard | * Port – leave blank if the port is standard | ||
+ | * Use SMTP for Email | ||
+ | a. Check if you want to send emails out through SME. | ||
+ | b. Do not check if you want to send out through Outlook. | ||
<br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail. | <br>If you are using '''Gmail''', entering : smtp.gmail.com - In the ‘Host’ field and ‘Tabbing’ out will set the Port & Encryption for Gmail. |