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Open Customer Email Correspondence

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Content Fields:

DateDate of correspondence and day of week.
SentDate correspondence was sent and day of week.
CreatorInitials of creator and name of user.
ToTo email address.
Press the button to import an email address.
CCCarbon copy email address.
Press the button to import an email address.
SubjectSubject of correspondence.
ContentContent of correspondence.
Request read receiptRequest read receipt for email you send.

 

TIP

To send an email to multiple email addresses, add a semi-colon (;) after each email address.

To enter Tab stops within email content, press CTRL + I.

 

 

 

Appointment Fields:

AppointmentPress the button to popup appointment choices (see - Link - Appointment).
DateAppointment date.
TimeAppointment time.
StatusAppointment status.
SurveyorInitials of surveyor.

 

Enquiry Fields:

EnquiryPress the button to popup enquiry choices (see - Link - Enquiry).
Enquiry IDEnquiry id.
DateDate of enquiry.
Product typeProduct type.

 

Quotation Fields:

QuotationPress the button to popup quotation choices (see - Link - Quotation).
Quotation IDQuotation id.
Product typeProduct type.
StatusStatus of quotation.
Storage RequiredStorage required.

 

Consignment Fields:

ConsignmentPress the button to popup consignment choices (see - Link - Consignment).
TypeType of goods.
Transit serviceTransit service.

 

Trade Fields:

Trade QuotationPress the button to popup trade quotation choices (see - Link - Trade Quotation).
Quotation IDQuotation id.
Status of quotationStatus of quotation.
Town of origin addressTown of origin address.

 

Storage Fields:

StoragePress the button to popup storage choices (see - Link - Storage).
Date startedDate storage started.
Date endedDate storage ended.
NettTotal nett rate (£ per week).

 

Claim Fields:

ClaimPress the button to popup claim choices (see - Link - Claim).
DateDate notified of claim.
QuantityQuantity of items.
AmountClaim amount (£).
Total lossTotal loss.

 

Inventory Fields:

InventoryPress the button to popup inventory choices (see - Link - Inventory).
DescriptionDescription of inventory.

 

Invoice Fields:

InvoicePress the button to popup invoice choices (see - Link - Invoice).
NumberInvoice number.
DateInvoice date.
AmountTotal amount (£).

 

TIP

Depending on the product type of quotation selected, determines your consignment choices (eg/ if an International quotation has been selected, you can only choose from International consignments).

To clear a field, simply click on the specific Popup button and click Close.

 

 

 

HTML Fields:

ContentHTML email content.
Send as HTML emailSend as HTML email.

 

TIP

If 'Send as HTML email' is NOT ticked, the email will be sent as plain text.

To enter carriage returns within HTML content, press SHIFT + ENTER.

For more detailed information on the HTML toolbar controls (see - HTML Toolbar).

 

 

 

Attachments Fields:

GenerateType of PDF attachment to generate.
Press the Drop Down to show types of PDF attachments to generate (None/Invoice/Invoice & Statement/Statement/Statement (full)/Quotation/Trade Quotation/Self Storage Licence/Questionnaire/CMR Note/Bill of Lading/Shipment Status/Shipment Pre Alert/Certificate of Shipment/Claim Form/Direct Debit Instructions/Standing Order Mandate/Credit/Debit Card Mandate/Inventory of Items/Inventory of Damaged Items/Photograph Inventory).

 

Attachments Controls:

Move the highlighted attachment up the list.
Move the highlighted attachment down the list.
ViewView the highlighted attachment.
InsertInsert attachment.
OpenOpen the highlighted attachment.
DeleteDelete the highlighted attachment.

 

SaveClose window and save any changes you have made.
CloseClose window.

 

TIP

The following types of PDF attachments to generate are only available when the correct additional modules are installed; Self Storage  Module - Self Storage License. Shipping Module - CMR Note, Bill of Lading, Shipment Status, Shipment Pre Alert, Certificate of Shipment.

 

Page url: http://help.moveadminister.co.uk/updatecustomercorrespondenceemail.htm