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You can create a message format to send an email to you or a specified email address when an onlineorder is placed for a specific customer.

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Create a new message format

1. Go to Maintenance > Message Formats. See Message Formats (Classic Operations App) or Message Formats for more information.

2. Click the New button in the toolbar.

3. Enter a Format ID and Description.

4. In the General tab, select “Customer On Demand“ for Message type and enter a Return Email Address.

5. In the Advanced tab, check the Execute SQL Statement checkbox then enter and edit the following SQL.

   Code Block
   language sql
   DECLARE @ORDERID DECIMAL(19,2) SET @ORDERID = [OrderID] -- IF THIS ORDER WAS CREATED BY

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1. THE

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1. CLIENT

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1. PORTAL IF EXISTS(SELECT * FROM dbo.tblOrder WHERE ORDERID = @ORDERID AND

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1. CSR LIKE '

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1. Rapidship%')

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1. BEGIN EXEC dbo.spInsertMailOutbox @ReturnEmailAddress = 'email@address.com', -- REPLACE THIS WITH A VALID RETURN EMAIL ADDRESS @ReturnName = 'CXT Software', -- REPLACE THIS WITH A VALID RETURN USERNAME @ToEmail = 'email@address.com', -- REPLACE THIS WITH A VALID TO EMAIL ADDRESS @Subject = 'Online order created for customer [CustID]', -- REPLACE THIS WITH WHAT EVER SUBJECT YOU WANT TO USE @Body = 'An online order, order id [OrderID] was created', -- REPLACE THIS WITH WHATEVER BODY YOU WANT TO USE. CAN USE AVAILABLE FIELDS. @CCEmailAddress = '', @Attachment = NULL, @AttachmentFileName = '' END

2. Optional. To also send an email to the customer enter the following:

   • In the General tab, enter a Message Subject.

   • In the Format tab, enter a message in Message Format.

3. Click OK or Apply.

Apply the message format to the customer

1. Go to the Maintenance > Customer and select the customer you would like to apply this message format to. See Customers - New/Edit Customer for more information.

2. Select the Contacts tab.

3. Under Alerts select the Status Event “Order - Place“ and select the Message Format created above.

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