Email Options Setup

MoversSuite Administration > Administration > Email Options

 

Define the variables needed to support the Automatic Email Service within this setup.

 

Under Other Email Address, you can list more than one email address. Be sure to separate the email addresses by using a comma or a semi-colon between them. The field can have up to 50 characters.

 

Figure 7: Email Options Setup

 

The Automatic Email Service sends a message to personnel associated to these records based on the following events:

 

Accept Self Haul

Cancel Service

Claim Alert

Clear Service

Decline Service

Dispatch Status Change

Edit Service

Request Self Haul

Sales Lead

 

NOTE

The email 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.

 

Refer to Email Options Templates for a complete listing of fields and text included on the Automatic Email Service messages.

 

Each of these Email Options records represents an event that can occur to trigger the system to send an email to one or more of the checked personnel roles within this setup. The table below lists and describes the options available within this setup:

 

Field

Description

Transportation Coordinator

Check this box to include the Transportation Coordinator (Name, Address, Phone) on automated emails.

Logistics Coordinator

 

Send email to the Logistics Coordinator in Name, Address, Phone

Local Dispatcher

Send an email to the dispatcher logged into MoversSuite that performed one of the following dispatch events:

Cancel Service

Clear Service

Decline Service

Dispatch Status Change

Edit Service

 

The email is sent to personnel on the branch of the service affected by the event; the branch set through Add Local Service as opposed to branch of the order.

Long Distance Dispatcher

Send an email to the Long Distance Dispatcher logged into MoversSuite that performed the Accept Self Haul action.

Other

Other Email Address

Sends an email to the recipient set within the Other Email Address (up to 50 characters). You may enter multiple email addresses. Separate email addresses with a comma or semicolon.

Salesperson

Sends and email to the Salesperson assigned within the Sales Lead Information screen.

 

 

RELATED TOPICS:

Automatic Email Service