Customer Notifications Setup Guide (Classic Operations App)

Set Up the Mail Manager (for Email Notifications)

See Mail Manager for more information.

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Enable SMS (for SMS Text)

See SMS Text Notifications for more information.

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Setting the Notifications and Default Contact

1. Go to Maintenance > Customers.

2. Select the customer you would like to set the notifications and/or default contact for.

3. Go to the Contacts tab.

4. 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.

5. 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.

6. 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.

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See Customers - New/Edit Customer for more information.

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Message Formats

Message formats are used to format the email messages sent to customers.

See Message Formats or Message Formats (Classic Operations App) for more information.

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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.

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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.

For a list of status events that trigger notifications see Status Events for more information.

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