Automatic Email Service Setup

This topic describes the steps needed to enable and customize the Automatic Email Service.

STEPS:

1: Reference underlying mail utility to send email messages through SMTP Setup.

2: Determine which personnel by role receive an email through Email Options Setup.

3: Verify Labor Type and Email Address within Personnel Setup.

4: Set status change flag within Local Dispatch Status Setup.

5: Set type for Claim Notification email through Note Type Setup.

STEP 1: Update SMTP Setup record

Setup area: MoversSuite Administration > Administration > SMTP

Establish the settings needed for MoversSuite to reference the mail service on your application server (or elsewhere) through the SMTP Setup.

Figure 2: SMTP Setup

Refer to SMTP Setup for information on field descriptions.

STEP 2: Update Email Options

Setup area: MoversSuite Administration > Administration > Email Options

Update the Email Options Setup as needed by setting a flag for the personnel you wish to receive an email upon the pre-defined events.

Figure 3: Email Options Setup

Refer to Email Options Setup for information on field descriptions and Email Options Templates to view the content of the email send for each event.

STEP 3: Update Personnel Records

Setup area: MoversSuite Administration > Personnel > Personnel

Set the First Name, Last Name, and Email Address and verify that appropriate Labor Type Items are defined for the employee within the General tab of each Personnel Setup record.

Figure 4: Personnel Setup

The Labor Types referenced by the Automatic Email Service include the following:

NOTE: You can set an Other Email Address flag and email address for each type defined within Email Options Setup.

Refer to Personnel Setup and to Email Options Setup for information on field descriptions.

STEP 4: Update Local Dispatch Status Setup records

Setup area: MoversSuite Administration > Operations > Local Dispatch Status

Check the Send email to key personnel when status changes flag within Local Dispatch Status Setup for any record you wish to trigger email messages when Dispatch Status Change event occurs.

Figure 5: Local Dispatch Status Setup

Refer to Local Dispatch Status Setup for information on field descriptions.

STEP 5: Update Note Type Setup records

Setup area: MoversSuite Administration > Customer Service > Note Type

Verify that there is a single Note Type Setup record within Note Type (description) of “Claim Notification.”

Figure 6: Note Type Setup

This record is required for the Claim Alert event sent out.

Refer to Note Type Setup for information on field descriptions.