You can create a message format to send an email to you or a specified email address when an online order is placed for a specific customer.
Go to Maintenance > Message Formats. See Message Formats (Classic Operations App) or Message Formats for more information.
Click the New button in the toolbar.
Enter a Format ID and Description.
In the General tab, select “Customer On Demand“ for Message type and enter a Return Email Address.
In the Advanced tab, check the Execute SQL Statement checkbox then enter and edit the following SQL.
DECLARE @ORDERID DECIMAL(19,2) SET @ORDERID = [OrderID] -- IF THIS ORDER WAS CREATED BY THE CLIENT PORTAL IF EXISTS(SELECT * FROM dbo.tblOrder WHERE ORDERID = @ORDERID AND CSR LIKE 'Rapidship%') 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 |
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.
Click OK or Apply.
Quick Tips
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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.
Select the Contacts tab.
Under Alerts select the Status Event “Order - Place“ and select the Message Format created above.
You can only have 1 alert per status event. |
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