Texada SRM software provides the ability to use email for reporting and communication, for users, salesmen, staff, customers, suppliers, contacts, etc.
Note: Refer to Company Email Configuration for information on the Email setup and the "Acceptable Email Address Formats".
Some of the tables that can be setup with email information include:
Operator Codes - window on E-Mail Address field to access:
Salesman Codes - used in Customer Follow Up and in Automatic Job Scheduling for CMFE02 for reporting, and in the Portal
Division Follow Up Auto Email - used in
Customer Follow Up and in Automatic Job Scheduling for CMFE02 for
reporting
Customer Information - in both Internet Information window for Subscribed Reports and Contacts used for document mailings
Site Information - in Contacts window used for document mailings
Vendor Information - in both Additional Information window, and Contacts used for document mailings
Contacts can be maintained in Export/Import Contacts
Company Miscellaneous Parameters - Email Configuration as default
Rental Utilization Report Setup - Utilization Report Email Addresses
Failed Data Capture Email List for Dollar/Time utilization cronjob "snapshots" RSDU01, RSTU01 & RSTU02 from Automatic Job Scheduling
Automatic Reporting - Email window for each report output
Delivery/Pickup Parameters - for Will Call Email Address to alert staff of customer picking up equipment requirement
Portal Customers - for customer request confirmation
Global Portal Settings - by Division and Company default, for Quote & Reservation requests notification
Software Integration - exports and reporting for:
Peak License Usage Details used by Automatic Job Scheduling emails to the address defined in the Windows directory for the appropriate .ini file
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