This section describes the content of the email message sent out to personnel defined within the Email Options Setup.
The following table describes each event available along with a description and the text that appears in the message.
NOTE: Field references are noted in the format of [USERNAME], for example. Each field reference is 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 an email with the following information:
Email Subject: Self Haul Authorization
Email Body: 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 out an email with the following information:
Email Subject: Local Service Canceled
Email Body: 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 out an email with the following information:
Email Subject: Claim Notification
Email Body: 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 out an email with the following information:
Email Subject: Cleared Service
Email Body: 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 out an email with the following information:
Email Subject: Decline Service
Email Body: 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 out an email with the following information:
Email Subject: Dispatch Status Changed
Email Body: 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 out an email with the following information:
Email Subject: Local Service Changed
Email Body: 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 an email with the following information:
Email Subject: Request Self Haul
Email Body: 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 the application sends out an email with the following information:
Email Subject: Calendar Appointment Added
Email Body: 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 personnel specified within Email Options Setup.
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The following table describes the field references shown in the above table.
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Field Reference |
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. The Origin Home and Origin Work type phone numbers are what are shown. |
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[MOVING TO] |
The Moving To - Primary City address and phone numbers within Name, Address, Phone displays. The Destination Home and Destination Work type phone numbers are what are shown. |
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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. The application references the First Name and Last Name of the user set within their Personnel Setup record. |
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