Although, MoversSuite does not offer a mail utility for you to manage your email accounts, the application does allow you to send email messages while allowing you to manage accounts and the backend of messages sent, received, etc. through a third-party mail utility, such as Microsoft Outlook.
You can utilize two methods of generating and sending the email messages from MoversSuite. One method is to rely on the underlying mail utility (Microsoft Outlook) to send the message. This method is called the Default Email Service and it brings up a window directly from the underlying mail utility and rely on this utility’s tools to create and send the message.
With this method, the application can capture and provide some basic information into the mail window. In the example below (Figure 19), the application sets the Subject line to the order that is open along with the name of the shipper as the To recipient. This data pulls from the order when clicking on the email address set for the order through the Name, Address, Phone tab.
Figure 19: Microsoft Outlook window
The other method is to utilize the MoversSuite Email Service. This method provides you with access to more MoversSuite data and information associated to an order and to the customer on the order. In the example below (Figure 20), the email contains recipients set on the order, such as the Salesperson, and links to a document linked to the order as well.
Figure 20: MoversSuite Email window
Refer to the MoversSuite Email Service topic for more on this feature.
The following table summarizes the two methods available to send messages from MoversSuite.
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Service |
Description |
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The basic integration with MoversSuite allows you to send and manage emails through an external application, such as Microsoft Outlook. This service evokes the third-party application in various ways, such as by selecting an email send button or clicking on an email address within the application. It also utilizes the external mail service when sending emails automatically through a process such as self-haul request, dispatching change, and recurring billing or statement run. With Default Email Service, the application manages the email messages through the third-party application (Microsoft Outlook). Therefore, each user that you wish to send emails must be setup on the third-party application system; this is in addition to being setup with a valid email address within MoversSuite. View the Default Email Service topic to learn more. | |
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Similar to the Default Email Service, the MoversSuite Email Service integrates directly with MoversSuite to send messages from MoversSuite. However, the MoversSuite Email Service allows you to include order and customer information as well as selecting recipients associated to the order. It is a more robust solution that can be configured to pull in data. There are additional options for sending emails using MoversSuite Email Service. They include using the Tools > Email option to quickly open the mail dialog and including reports and documents attachments as well. Message sent using the show in and can be managed through the third-party application that sends the message, such as Microsoft Outlook. View the MoversSuite Email Service topic to learn more. |
Setup Information
MoversSuite Email Service Setup and Administration
RELATED TOPICS:
Email and Calendar Integration