The Mail Manager is where you can view recent logs of email transactions and configure the email server and email account for the Operations App to use when sending emails.
To access the Mail Manager, go to the top menu and click on Action > Mail Manager, or click the MailManager icon in the toolbar.
Field Name | Description |
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Active Profile | The active profile you would like to use to send emails and view logs for. |
Max Records To Show | The maximum number of records to show in the mail manager logs. ExampleIf the number is 10, the last 10 log entries will be displayed in each section. |
Inbound | Displays the logs for all inbound messages. |
Outbound | Displays the logs of each transaction, or detailed steps communicating with your email server. that has taken place for outbound email that was successful. This is not an error log. |
Driver Actions | Displays the log of emails that were generated because of a driver action through a mobile device. |
Errors | Displays a record of errors. These are usually from your email provider. |
Icon | Description | |
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Enable CXT mail service in order to send or receive messages. | ||
Disable the CXT Mail Service and you will not be able to send or receive messages. | ||
Send all pending emails in the outbox now instead of waiting for the next time the mail service is scheduled to run. | ||
Edit Profile displays the Mail Accounts form so that you can add, edit or remove mail account profiles. See Mail Manager - Mail Accounts and Mail Settings Properties. | ||
Clear all of the messages located in the outbox.
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Clear all of the displayed mail manager logs. | ||
Refresh the mail manager logs. |
To configure an email server and account you must add or edit a mail account profile.
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If you don’t want to send messages through the Operations App you can disable the mail manager
Go to Action > Mail Manager.
Click the "Disable CXT mail service" icon or press Ctrl + D.
The outbox is a list of emails that are waiting to be sent.
Go to Action > Mail Manager.
In the menu of the CXT Mail Manager, go to View > Outbox.
Any section that sends an email from the Operations App will depend on the Mail Manager. If any of the sections below are not sending emails or messages as you expect, review the Mail Manager for correct settings or error messages.
There are several different emails, set up in Message Formats (Classic Operations App) section and the customer record, that can be generated with an on demand order. For example, if an email address is entered on an order, an email can be sent to that address to confirm the order having been placed, to confirm pickup, and to confirm delivery.
You can email invoices to your customers directly from the Operations App if an email address is set in the Billing Contact section of the Accounting tab on the customer record. The invoice format is set on the customer record and contains the email details.
If you have any of your drivers configured to receive text messages with order information rather than, or in addition to, using the Driver App, those messages are sent from the Operations App using email. The drivers' replies are processed through the inbound email feature.
Some integrations use email to perform specialized functions. If you are trying to troubleshoot an integration and believe email is the issue, contact support for assistance.
Finds use the Mail Manager to email reports. See How to Email Find Results.
The setup in the Outbound Email section of the Mail Settings Properties is used to send messages to the driver and for the replies from the driver to the dispatcher's email.
For some email providers such as Gmail or Microsoft 365 you may need to set up an authentication username and password instead of using your email address and password. For Gmail see Setting up OAuth 2.0. For Microsoft 365 see Authenticate an IMAP, POP or SMTP connection using OAuth. |
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