Automatic Email Services is controlled through the Email Options and related administrative settings. These settings allow the system to be configured to send an email notification to one or more users associated to an Order when a pre-defined event occurs. A salesperson assigned to an order can receive a notice, for example, when a sales lead is created.
The users who receive the message must be associated to the Order and have valid email addresses.
Listed below is a sample of an automated email that can be sent to notify users associated to Order #123-3-8 of the change in dispatch status performed within Local Dispatch.
Figure 7: Sample automated email notification
Setup of the automated email service involves these areas:
• Email Options Settings
• SMTP Settings
• Dispatch Status Settings
• Personnel Email Settings
Email Options Settings