Add Email Address

 

Access to the Add Email Address dialog is by clicking on one of the recipient buttons (To, Cc, Bcc) from the MoversSuite Email form. This dialog allows you to update the recipients of an email. It provides a list of all personnel linked to the order with valid email addresses that you can select from quickly.

 

Multiple email addresses are possible in most fields. To have multiple email addresses on an email, be sure to separate the addresses by a comma or a semicolon. If a space is accidentally added before an email address, such as after the semicolon in “jane@movingcompany.com; joe@movingcompany.com”, then MoversSuite eliminates the space so emails are successfully sent.

 

Figure 9: Add Email Address dialog

 

Using this Screen

 

To use this form, click on the names within the grid. This highlights the record (clicking on highlighted records unselects them). Click on all the records you wish to add as one of the recipient types.

 

Press the , , and/or   buttons to add them each type accordingly.

 

To remove a recipient, select it and press the Delete key or use the Cut selection from the following right-click options.

 

 

You can enter email addresses manually, as well. Just type them into the entry area and separate each email address using a comma.

 

Check the Always automatically copy me in option to place a copy of this message in your sent messages folder. If your company utilizes Microsoft Outlook, for example, then the application places a copy of the message in your Sent Items folder.

 

Press  to update the recipients on the MoversSuite Email form.

 

Press  to close the Add Email Address dialog without updating the MoversSuite Email form.

 

The table below describes the order personnel roles that may list within the Add Email Address grid.

 

Personnel Role

Description

Account Profile Contact

Email data is available for contacts linked to the Account Profile assigned to the order through the Account Profile tab.

Base Information Contact

Email data is available for contacts linked to the Base assigned to the order through the Military/Government tab.

Booking Agent Contact

Email addresses for contacts set for the Booking Agent assigned to the order (through the Agents tab) display. Contacts are managed through Agent Setup.

Branch Contact

Email data is available for contacts linked to the branch assigned to the order.

Claims

Adjuster

 

Name and email address for the person assigned as the Claims Adjuster on the order display. The Claims Adjuster is assigned through the Claim Detail tab.

Claim Detail Email 1

Email data is available for contacts linked to each claim record assigned to the order through Claims. The application displays the Email 1 and Email 2 records set through the Claim Detail screen.

Claim Detail Email 2

Collector

The collector assigned to an order through AR Credit & Collections is available.

Customer Contact

The Contact Person and Email associated to the contact assigned to the Customer on the order display. The Customer is set for the order through the Billing Information tab.

Destination Agent Contact

Email addresses for contacts set for the Destination Agent assigned to the order (through the Agents tab) display. Contacts are managed through Agent Setup.

Hauling Agent Contact

Email addresses for contacts set for the Hauling Agent assigned to the order (through the Agents tab) display. Contacts are managed through Agent Setup.

International BOL Consignee

For International Orders records, the application references the contact information set for the Consign BOL within the Shipping Information tab. Specifically, the Contact and Email set within Bill of Lading Consignee dialog display.

International Carrier

For International Orders records, the application references the contact information set for the Carrier within the Shipping Information tab. Specifically, the Contact and Email set within Carrier Information dialog display.

International Consolidator

For International Orders records, the application references the contact information set for the Consolidator within the Shipping Information tab. Specifically, the Contact and Email set within Consolidator Information dialog display.

International Customs Agent

For International Orders records, the application references the contact information set for the Carrier within the Shipping Information tab. Specifically, the Contact and Email set within Customs Agent Information dialog display.

International Destination Linehaul Carrier

For International Orders records, the application references the contact information set for the Destination Linehaul Carrier within the Shipping Information tab. Specifically, the Contact and Email set within Linehaul Carrier Information dialog display.

International Forwarding Agent Contact

For International Orders records, the application references the contact information set for the Forwarding Agent within the Shipping Information tab. Specifically, the Contact and Email set within Agent Information screen display.

International Origin Linehaul Carrier

For International Orders records, the application references the contact information set for the Origin Linehaul Carrier within the Shipping Information tab. Specifically, the Contact and Email set within Linehaul Carrier Information dialog display.

International Return Address

For International Orders records, the application references the contact information set for the Booking Number or HAWB within the Shipping Information tab. Specifically, the Contact Name and Email set for the Delivery section within Pickup/Delivery Information screen display.

International Pickup Address

For International Orders records, the application references the contact information set for the Booking Number or HAWB within the Shipping Information tab. Specifically, the Contact Name and Email set for the Pickup section within Pickup/Delivery Information screen display.

International Transit Contact

For International Orders records, the application references the contact information set for the Booking Number or HAWB within the Shipping Information tab. Specifically, the Contact Name and Email set for the Transit section within Pickup/Delivery Information screen display.

Me

Name and email associated to the user logged in to MoversSuite display.

OA Coordinator

Name and email address for the person assigned as the OA Coordinator on the order display. The OA Coordinator is assigned through the Agents tab.

OA

Surveyor

 

Name and email address for the person assigned as the OA Surveyor on the order display. The OA Surveyor is assigned through the Agents tab.

Order Contacts

All contacts associated to an Office & Industrial order with a valid email address are available. The application references the information set for the contact within the Contacts and Locations tab. Specifically, the Contact and Email set within Add/Edit Order Contact are referenced.

Origin Agent Contact

Email addresses for contacts set for the Origin Agent assigned to the order (through the Agents tab) display. Contacts are managed through Agent Setup.

Revenue Clerk

Name and email address for the person assigned as the Revenue Clerk on the order display. The Revenue Clerk is assigned through the Billing Information tab.

Salesperson

Name and email address for the person assigned as the Salesperson on the order display. The Salesperson is assigned through the Name, Address, Phone tab.

Shipper

Name and email address for the person assigned as the shipper on the order through the Name, Address, Phone tab display.

Storage Email

Email address(es) associated to a payment established for a recurring payment is referenced through this role. The email address referenced is that set through the Email Recurring Billing Invoice to set through the Payment Setup tab (within SIT/Recurring Billing).

Transportation Coordinator

Name and email address for the person assigned as the Transportation Coordinator on the order display. The Transportation Coordinator is assigned through the Name, Address, Phone tab.

Van Line Contact

Email data is available for contacts linked to the van line assigned to the order.