Interactive Email Form

 

The means of sending an email manually through the MoversSuite application include:

Email Buttons

Email Addresses

Right-Click Email Options

Tools Menu

 

Each of these means are described in the following sections.

 

Email Buttons

 

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You can find email buttons throughout the MoversSuite application. If the button is active, then you can send an email to the associated contact. An active button indicates that the person has a valid email address associated to their Personnel Setup record.

 

Email buttons are found in the following locations:

Add/Edit Order Contact

Agents

Billing Information > Order Information > Bill To Agent

Carrier Information

Claim Detail > Email 1/Email 2

Consolidator Information

Customs Agent Information

Linehaul Carrier Information

Military/Government > Bases

Report Viewer (invoices and statements)

Shipping Information

SIT Information > Contacts at Storage Facility

 

NOTE: Multiple email addresses are possible in most email address fields. To have multiple email addresses on an email, be sure to separate the addresses by a comma or a semicolon. To see the exact field length for a particular email address field, refer to Email Address Field Lengths for those details.

 

 

Email Addresses

 

Figure 16: Shipper Contact Information from the Name, Address, Phone tab

 

You can click on the shipper email to pull up a new mail window. The shipper email is available through the following:

Contacts and Locations

Name, Address, Phone

Order Details

Order Information (Revenue Entry)

 

 

Right-Click Email Options

 

Figure 17: Contacts section from the Account Profile tab

 

You can pull up an email window through a right-click menu found in several data grids and through the Reports Menu. The following right-click email options are available:

 

As Email

If a document available through the Reports Menu was created through the Forms Designer system, then you can choose the As Email option to open a new mail window with the associated report document attached. NOTE: This option is only available through the MoversSuite Email Service.

Reports Menu

 

Email

Claims

Contacts and Locations > Contacts

Send Email

Account Profile > Contacts

Agent Information

Agents

Base Information

Carrier Information

Order Information (Office & Industrial) > Contacts

 

View/Email Invoice

This option opens the Report Viewer displaying the associated invoice allowing you to click on the email icon  to send an email message with the invoice(s) attached.

AR Credit & Collections > Customer Information > Contacts

AR Credit & Collections > AR Detail

 

 

Tools Menu

You can open a new MoversSuite Email window through the Email option found within the Tools Menu. NOTE: This option is only available through the MoversSuite Email Service.

 

Figure 18: Tool Menu