MoversSuite Administration (standard) > Common > Email > Email Options
The Email Options setting defines particular events which will trigger email notification and which personnel receive the email. When an event occurs, such as when a sales lead is created, an email will be sent to order personnel based on which roles are flagged to receive the notification.
Figure 8: Email Options Setup
Use the Email Options setup to assign personnel to
receive the email notifications. The fields in this setup are described in
the table below. See Automated Email Services
Message Descriptions for the detail descriptions of the messages sent out
for each option.
|
Email Option |
Description |
|
Sales Lead |
When a Sales Lead is created a message is sent with a subject of “Calendar Appointment Added.” |
|
Edit Service |
When a service is edited through Local Dispatch a message is sent with a subject line of “Local Service Changed.” See Dispatch Center and Local Services for information on cancelling services. Note: Only services modified through Local Dispatch will generate an email message. |
|
Decline Service |
When a service has been cleared in Local Dispatch a message is sent with a subject line of “Decline Service.” See Requested Services for information on declining services. |
|
Clear Service |
When a service has been cleared in Local Dispatch a message is sent with a subject line of “Cleared Service.” See Requested Services for information on clearing services. |
|
Cancel Service |
When a service is cancelled in Local Dispatch a message is sent with a subject line of “Local Service Canceled.” See Dispatch Center and Local Services for information on cancelling services. Note: Only services cancelled through Local Dispatch will generate an email message. |
|
Accept Self Haul |
Occurs when the Request Self Haul has been authorized through the Move Information tab and a message is sent with a subject line of “Self Haul authorization.” |
|
Request Self Haul |
When the Request Self Haul has been requested through the Move Information tab a message is sent with a subject line of “Request Self Haul.” |
|
Dispatch Status Change |
When the status of service has changed in Local Dispatch a message is sent with a subject line of “Dispatch Status Changed.” Refer to the Dispatch Status Setup section for details on customizing the menu selection available to dispatchers. See Requested Services for information on changing services. |
|
Claim Alert |
When a Claim Notification note is created on the system a message is sent with a subject line of “Claim Notification.” See Claim Notes and Claim Alerts for information on setting a claim alert |
For each option, personnel can be linked to receive the notification. Place “1” in column to activate the corresponding personnel to receive the email.
|
Role |
Email Recipient (MoversSuite field location) |
|
Sales |
Salesperson assigned in the Sales Lead Information screen when the lead was created. Note: The Salesperson can be assigned to a Sales Lead automatically by association to the Account Profile listed for the lead. Account Profiles are maintained within the Account profile Management interface found within the Tools > Manage > Account Profile options of MoversSuite. |
|
Dispatch |
Sends a notification to the dispatcher logged into MoversSuite performing the dispatch change. See Dispatch Status for more information. |
|
LogisticsCoor |
Name, Address, Phone > Logistics Coordinator. |
|
TransportationCoor |
Name, Address, Phone > Transportation Coordinator. |
|
Other/Other Email |
Mover’s Suite Administration > Common > Email > EmailOptions > OtherEmail. |
|
LDDispatch |
User assigned to the Trip (or Order) within Long Distance Dispatch. |