This section describes the content of the messages available through the Automatic Email Service. Setup for this service is detailed within Email Options Setup.
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NOTE |
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The mail through Automatic Email Service is sent from MoversSuite’s DBMail, using the First Name, Last Name, and Email Address from the General tab of Personnel Setup, as the sender. |
The following table describes each event available along with a description and the text that appears in the message. Note: Field references that display as [USERNAME], for example, are described in a separate table below this table.
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Email Option Event |
Description |
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Accept Self Haul |
When a dispatcher performs a Self Haul Requested from within Move Information, the application sends out the following message with a subject of “Self Haul authorization.”
User [USERNAME] has given self haul authorization for order number [ORDER NUMBER]. Shipper: [SHIPPER]
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Cancel Service |
When a user performs a Cancel Service through Dispatch Center, the application sends a message with a subject line of “Local Service Canceled” along with the following information:
The following service has been Canceled by dispatch. Order Number: [ORDER NUMBER] Shipper: [SHIPPER] Service: [SERVICE] Canceled by: [USERNAME]
Note: Only services cancelled through Local Dispatch will generate this email message.
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Claim Alert |
When a user issues a Claim Alert, the application sends the following message with a subject line of “Claim Notification.”
Order Number: [ORDER NUMBER] Shipper: [SHIPPER] Alert Description: [CLAIM ALERT] Logged by: [USERNAME] Logged on: [CLAIM ISSUE DATE]
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Clear Service |
When a user performs a Clear Service through Requested Services, the application sends a message with a subject line of “Cleared Service” along with the following information:
The following service(s) has been cleared by dispatch. Order Number: [ORDER NUMBER] Shipper: [SHIPPER] Date: [SERVICE DATE] Local Service: [SERVICE] Crew: [CREW COUNT] Hrs. Man: [MAN HOURS]
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Decline Service |
When a user performs a Decline Service through Requested Services, the application sends a message with a subject line of “Decline Service” along with the following information:
The following service has been declined by dispatch. Order Number: [ORDER NUMBER] Shipper: [SHIPPER] Date: [SERVICE DATE] Local Service: [SERVICE] Crew: [CREW COUNT] Hrs. Man: [MAN HOURS] Decline Reason: [DECLIENE REASON]
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Dispatch Status Change |
When a user changes the status of a service through Dispatch Status within the Dispatch Center, the application sends the following message with a subject of “Dispatch Status Changed.”
Dispatch has set the following dispatch status. Dispatch Status Changed To: [DISPATCH STATUS] Order Number: [ORDER NUMBER] Shipper: [SHIPPER] Service: [SERVICE] Service Date: [SERVICE DATE] Changed by: [USERNAME]
Note: The “Send email to key personnel when status change” flag must be set Local Dispatch Status Setup in order for the system to enable a status value to receive email notifications.
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Edit Service |
When a user edits a service through the Edit function in Dispatch Center or the Edit Service function in Requested Services, the application sends a message with a subject line of “Local service Changed” along with the following information:
The following service has been Changed by dispatch. Order Number: [ORDER NUMBER] Shipper: [SHIPPER] Service: [SERVICE] Changed by: [USERNAME]
Note: Only services modified through Local Dispatch will generate an email message.
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Request Self Haul |
When a user performs an Accept Haul Requested from within Move Information, the application sends out the following message with a subject of “Request Self Haul.”
User [USERNAME] has requested self haul authorization for order number [ORDER NUMBER]. Shipper: [SHIPPER] Load Date: [LOAD DATE] Estimate Number: [ESTIMATE NUMBER] Please review this order as soon as possible.
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Sales Lead |
When a lead is created through Sales Lead Information a message is sent with a subject of “Calendar Appointment Added” along with the following information:
User [USERNAME] has added an appointment to your calendar for the [ESTIMATE DATE]. Please check your calendar. [SHIPPER] Requested Dates Pack Dates: [PACK DATE SPREAD] Load Dates: [LOAD DATE SPREAD] Delivery Dates: [DELIVERY DATE SPREAD]
Moving From: [MOVING FROM] Moving To: [MOVING TO] Created by: [USERNAME]
Note: This option sends a message only to Sales and OtherEmail.
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The following table describes the template values referenced by the Email Options when generating automatic messages through the Automatic Email Service.
With data pulled from the following locations.
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Template Value |
Description |
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[CLAIM ALERT] |
The memo set for the Claim Alert displays. |
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[CLAIM ISSUE DATE] |
The issue date of the Claim Alert displays. |
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[CREW COUNT] |
Number of crew members assigned to the service. |
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[DECLINE REASON] |
The explanation provided at the time the service was declined within Local Services (decline) displays. |
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[DELIVERY DATE SPREAD] |
The Delivery Dates set within the Range tab in Move Information display. |
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[DISPATCH STATUS] |
The Dispatch Status value assigned to the service displays. |
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[ESTIMATE DATE] |
The value set as the Survey Date in Agents displays. |
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[ESTIMATE NUMBER] |
The value set for the Estimate Number in Name, Address, Phone displays. |
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[LOAD DATE] |
The first Load Dates set within the Range tab in Move Information display. |
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[LOAD DATE SPREAD] |
The Load Dates set within the Range tab in Move Information display. |
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[MAN HOURS] |
The total hours per man computed for the service displays. |
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[MOVING FROM] |
The Moving From address and phone numbers within Name, Address, Phone displays. |
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[MOVING TO] |
The Moving To - Primary City address and phone numbers within Name, Address, Phone displays. |
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[ORDER NUMBER] |
This value displays the Order Number of the record. |
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[PACK DATE SPREAD] |
The Pack Dates set within the Range tab in Move Information display. |
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[SERVICE] |
The description of the Local Services record displays. |
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[SERVICE DATE] |
The date the service is scheduled displays. |
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[SHIPPER] |
The contents of the Last Name/Company Name and First Name/MI fields in Name, Address, Phone displays. |
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[USERNAME] |
The name of the user that issued the command that triggered the email displays in this field. |
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