The application generates email messages and sends out a formatted email upon various events occurring, such as a sales lead, dispatch status change, or claim alert. The target recipient of the email and the conditions that trigger the email generation are set within Email Options Setup.
The following events trigger automatic email generation:
•Claim alerts
•Dispatch status change
•Local service changes
•Sales lead generation
•Self haul request
The application generates the email message including the subject and body of the message customized to the particular orders, service, or lead. The following email example occurs when the dispatch status has changed for a service.
Figure 6: Dispatch Status Changed email
Refer to Email Options Setup for the specific conditions and text that displays for these messages.