Set Up the Mail Manager (for Email Notifications)
Go to Action > Mail Manager.
Click the Edit Profile icon
Click Add. To edit a profile, select the mail account you would like to edit by clicking on it, it will be highlighted in blue, then click Properties
Enter a Profile Name and the number of minutes you would like to check for inbound or outbound email messages in the Frequency field.
Enter the information for the Outbound Email section.
Enable outbound email - If checked this will send email through the email server set up in the Outbound Email settings.
Host - SMTP email server. This information would be provided by your email service provider.
Username - Usually your email address.
Password - Password used with the username above for your email.
Port - Port provided by your email service provider.
Secure Connection - This should be checked if your email provider requires SSL/Secure Connection
Enable TLS - This should be checked in your email service provider requires TLS.
See Mail Manager for more information.
Enable SMS (for SMS Text)
Click Options in the toolbar and select the Misc tab.
Check Enable SMS Text Notifications.
Click Ok.
See SMS Text Notifications for more information.
Setting the Notifications and Default Contact
Go to Maintenance > Customers.
Select the customer you would like to set the notifications and/or default contact for.
Go to the Contacts tab.
Set an email and/or a number in the Contacts tab of a customer record in the Default Email Addresses/SMS Text Alerts field, or click the Add button to add a new contact that will be displayed in the Email Addresses field.
In the Alerts section make sure a Message Format is selected for the Status Event(s) you would like a notification to be sent for.
For SMS notifications, select which status events will send the SMS text notifications by checking the box in the SMS Text column of the selected status event.
See Customers - New/Edit Customer for more information.
Message Formats
Message formats are used to format the email messages sent to customers.
Quick Tip: Message formats in the Operations App allows you to preview HTML messages you create.
See Message Formats or Message Formats (Classic Operations App) for more information.
Setting Email/Text Notifications
Below are some of the places to set email/text notifications.
Orders
Email notifications can be sent to clients with status updates like picked up and delivered. Enter email information on the order form in the Email/SMS Text Alerts field.
Quick Tip: The Default Email Addresses/SMS Text Alerts from the customer record will automatically be added here.
Route Stops
Email notifications can also be sent to clients for routed status updates (like arrived and completed). Enter email information on the route stop in the Email/SMS Text Alerts field.
Invoices
Invoices can be emailed to clients. If the customer record has emailed invoices enabled, right-click on an invoice or batch in the Invoice Center to email invoices.
