MoversSuite offers an email sending service that is completely self-contained and fully integrated with the MoversSuite application. The MoversSuite Email Serviceallows you to send an email containing order-specific data and include documents as attachments. You also have a list of order personnel that you can quickly assign as recipients on the email.
Figure 1: MoversSuite Email form
The MoversSuite Email form contains many features common in most mail forms, such as the ability to insert text and images, print, add a signature, check spelling, and more.
Unique to MoversSuite Email is that the Order Number and Shipper Name of the specific order record being viewed display within the mail form. This allows you to open multiple email forms for multiple orders and not lose track of which one you are on.
Further, clicking one of the recipient buttons (To, Cc, Bcc) opens the Add Email Address dialog allowing you to select one or more personnel associated to the order and add them to the list of recipients on the email message.
Figure 2: Add Email Address dialog
You can access the email form from the Tools Menu and through key locations within MoversSuite, such as through reports, clicking on the shipper email within Name, Address, Phone tab, and from various tabs, such as the Agents tab.
Specific to the Agents
and Military/Government tabs, is the ability to
access various contacts for the agents or military agents when the mail icon
is clicked. In the example (below)
there are three contacts for the booking agent. You can select
the appropriate one to access the MoversSuite Email form.
Figure 3: Email selector within Agents tab
The MoversSuite Email Service works independent of any email service you may have that is running locally, such as Microsoft Outlook.
The MoversSuite Email Service requires that the sender (person logged into MoversSuite) to have a valid email assigned to their Personnel Setup record. If the email is missing, then the Sender Address Required prompt appears.
Figure 4: Sender Address Required dialog
MoversSuite updates your Personnel Setup record with the provided Email Address when Save is pressed.
Refer to the MoversSuite Email and Email topics for usage.
RELATED TOPICS: