Aside from setting up the MoversSuite Email Service documented within MoversSuite Email Service Initial Setup topic, the following table lists the settings that affect the MoversSuite Email Service. In general, the following is a list of places where you can define email addresses for various personnel or contacts involved with an order. The email address is either available directly to send a new email with or indirectly through selection within the Add Email Address dialog. Refer to the MoversSuite Email Service and Add Email Address topics for more information on usage.
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Setup |
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Set the Email field (and other data as needed) for each contact record you want available to send emails to for each defined Account Profile. NOTE: You can manage any number of contacts within the Account Profile Contact section within Account Profile Setup. The Contact and Email fields for each contact display within the Add Email Address dialog under the role of “Account Profile Contact,” when selecting a recipient on an email. | |||||||||||||||
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Create Agent Contact records for each Agent. Contacts with a valid Email address display when a user clicks on the mail button for assigned agents within the Agents tab and for assigned Service Provider agents within the Shipping Information tab; they can be included automatically as the recipient on a new email message. You can assign record as a Primary record. The Primary flag is available within the Agent Contact details. The person marked as Primary have their contact information display within agent listing in the Agents tab. Agent contacts do not list within the Add Email Address dialog. | |||||||||||||||
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Create Base Contact records for each base. Base contacts with a valid Email address display when a user clicks on the mail button for assigned bases (Ordering, Origin, and Destination) within the Military/Government tab; they can be included automatically as the recipient on a new email message. The Contact and Email fields for each contact display within the Add Email Address dialog under the role of “Base Information Contact,” when selecting a recipient on an email. | |||||||||||||||
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Set the Email address for each address associated to a branch that you want available as recipients when sending emails. The Email address, along with contact information, displays within the Add Email Address dialog for orders assigned to the particular branch. The Contact and Email fields for each address display within the Add Email Address dialog under the role of “Branch Contact,” when selecting a recipient on an email. | |||||||||||||||
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Set the Email field (and other data as needed) for the Carrier records you want available for sending emails to from within the Shipping Information tab; the Email address is automatically assigned to a new email message when a user clicks on the mail button for an assigned carrier record. International contacts do not list within the Add Email Address dialog. | |||||||||||||||
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Create Carrier Contact records for each carrier. Carrier contacts with a valid Email address display when a user clicks on the mail button for assigned Carrier within the Military/Government tab; they can be included automatically as the recipient on a new email message. The Contact and Email fields for each contact display within the Add Email Address dialog under the role of “Carrier Information Contact,” when selecting a recipient on an email. | |||||||||||||||
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Set the Email field (and other data as needed) for the Consolidator records you want available for sending emails to from within the Shipping Information tab; the Email address is automatically assigned to a new email message when a user clicks on the mail button for an assigned carrier record. International contacts do not list within the Add Email Address dialog. | |||||||||||||||
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Contact records associated to the Customer assigned to an order are available within the Add Email Address dialog. Manage these contacts through Microsoft Dynamics GP. The Contact Person and Email fields for each contact display within the Add Email Address dialog under the role of “Customer Contact,” when selecting a recipient on an email. | |||||||||||||||
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Set the Email field (and other data as needed) for the Customs Agent records you want available for sending emails to from within the Shipping Information tab; the Email address is automatically assigned to a new email message when a user clicks on the mail button for an assigned carrier record. International contacts do not list within the Add Email Address dialog. | |||||||||||||||
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Set the Email Address (on the General tab) for each person you want recognized by the MoversSuite Email Service. The application makes personnel available for email assignment based on their Labor Type. For example, a salesperson assigned to an order is available as a recipient within the Add Email Address dialog. The Last Name, First Name and Email fields for each address display within the Add Email Address dialog for the following Labor Type Items:
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Set the Email address for each address associated to a van line that you want available as recipients when sending emails. The Email address, along with contact information, displays within the Add Email Address dialog for orders assigned to the particular van line. The Contact and Email fields for each address display within the Add Email Address dialog under the role of “Van Line Contact,” when selecting a recipient on an email. |