Email messages can be sent directly by a user or they can be automatically generated and sent by MoversSuite.

 

When sent directly by a user, the application will launch a new Microsoft Outlook message window.  All properties of the message can be updated prior to sending the email message and the window can remain open while a user continues to work in MoversSuite. 

 

Emails automatically generated and sent by MoversSuite are based on events that occur to an Order.  When the event occurs, the application builds a message containing key information and then distributes the notification to the pre-defined list of users - all of this is ran in the application’s background.

 

 

Sending email directly from within MoversSuite

 

A user can access the Send Email functionality through buttons and through menu options presented by the use of the right-mouse click (RMC).  In either case, a new Microsoft Outlook message window will appear.

 

A user can find Send Email buttons in two locations within MoversSuite.  One is found at the bottom of the Name, Address, Phone tab and references the Email address that field for the email value; which it will set as the To property of the new message.

 

Figure 4: Send Email button within the Name, Address, Phone tab

 

 

A second Send Email button can be found within the Claims modules.  Within the Claims Detail interface the email addresses can be selected from a drop-down menu prior to pressing the Send Email icon.

 

Figure 5: Email options within the Claims Details interface

 

When the email icon is pressed, it performs the same procedure as that of the Send Mail button.

 

A right-mouse click (RMC) Send Email option is also available throughout the application, including within the Account Profile tab.  From this tab a user can select a select a record then use the right-mouse click to access the option.

 

Figure 6: Account Profile Send Email option

 

 

The table below lists the Send Email options available by use of the right-mouse click (RMC).

 

Location in MoversSuite	Description
Account Profile > Contacts	RMC on any record within the Contacts grid to access the Send Email option.
Claims > Claims Detail	RMC on any record within the main Claims grid and the Email option will appear.  If the option is inactive (grayed-out), then no email address was set within the Claims Detail interface for the record.
Military/Government > Bases	RMC on any Contact set within the information dialogs for Carrier, Ordering, Origin, and Destination.

 

For all options, the application will place the contents of the email field associated to the feature into the To property field of the message.  If no address is set, the new message window will still open but without the To field entered.

 

TIP:  An email address does not need to be set in the field to access the Send Email functionality. 

 

This functionality not only requires that the Microsoft Outlook program be installed, but also requires that users be defined within the Microsoft Exchange server.