Compose Email

General:

Customer Information / Customer Site Information / Customer Contact Information -> Contact Information -> Primary/Alternate Email -> Envelope icon -> Compose Email
Customer Information -> Internet Information -> Envelope icon -> Compose Email
Vendor Information -> Contact Information -> Primary/Alternate Email -> Envelope icon -> Compose Email

Documents:

Global Document Creation -> Summary and Totals screen -> Individual Document Email (with Jasper using Document Email feature) -> Compose Email
Global Document Reprints -> Single Email (with Jasper using Document Email feature) -> Compose Email

Reports & Attachments:

Reports Menu -> Security -> Email Log -> View option -> selected email record -> Compose Email
Global window for File Attachments -> EMAIL button -> Compose Email

Satisfaction Survey:

Counter Menu -> Rental Return -> Send Customer Satisfaction Survey -> Compose Email
Counter Menu -> Document Reprints -> Resend Customer Satisfaction Survey -> Compose Email
System Maintenance Menu -> Configure System Settings -> Division Parameters -> Divisional Miscellaneous Parameters -> Customer Survey Configuration -> TEST button -> Compose Email

Emails can be generated throughout the system to deliver a document, an attachment file or image, a report, or a message.

Automatically generated emails to deliver selected documents to a 'Contact' can be setup in the Contact Information and emails can be generated manually by clicking on the icon to the right of the appropriate Primary or Alternate email address.
To cancel the email, click CANCEL in the email window and any associated Jasper document attachment will print to the screen.

Note: To email documents from document entry or from the reprint utilities automatically, the Use Contact Document Emailing feature must be activated in the Company Email Configuration.

When this Compose Email screen is viewed from the Email Log, it is display only and cannot be modified.
The recipients can be reviewed in the window on the To field of the email and any attachments files can be listed by clicking on the ATTACHMENTS button.
Click OK to exit.

The prompts are:

FROM

The From address defaults from the Operator who is signed in, and if there is no E-Mail Address setup for that Operator then an invalid address error is thrown and the email cannot be created.

TO

The To address defaults from the field that was used to generate the email, but this can be over-typed as required.
e.g. Primary Email, Alternate Email

A window is provided on this field to view the existing recipients and to search for and add additional addresses to the recipient list, or to delete an address from the list.
To add an additional address, enter the complete address in the To field, or search for addresses for this customer/site in the Contact Email Search window.

If there are multiple recipients, on returning to the email the count is displayed in the To field.

Note: Refer to Company Email Configuration for information on the "Acceptable Email Address Formats".

CC

The CC address can be manually entered, or window on this field to view the existing recipients and to search for and add additional addresses to the recipient list, or to delete an address from the list.
To add an additional address, enter the complete address in the To field, or search for addresses for this customer/site in the Contact Email Search window.

If there are multiple recipients, the count is displayed in the Cc field.

SUBJECT

The Subject line of the email defaults from the Default Subject defined in the Company Email Configuration on the "Default Settings" tab.

BODY

The body of the email can be entered with the appropriate message.

A standard default signature for document emails can be defined in the Company Email Configuration to be sent a TEXT or HTML format.

• The "Text" formatted signature message displays and prints at the bottom of the body of the document emails exactly as it is setup in the 'Default Email Signature in the Company Email Configuration and additional notes can be added to the email body as required.

• The "HTML" format can include links, images, and other HTML styling setup in the 'Default Email Signature body, but this format does not pre-display the signature message in the body panel in SRM before the email is sent.
  The HTML message is included in the body of the email that the recipient receives but it does not respect the exact layout of the source 'Default Email Signature. Instead it prints in the middle of the body panel.
  Additional notes can be added to print in the body above the 'signature message' text.

Finished?

When the email is complete, click ACCEPT to send the email.
A confirmation pop-up is triggered when the email is sent.

Click CANCEL to abort the email and if a Jasper document was to be attached to the email, the document will print to the screen.

Note: If this email is being generated to send a Customer Satisfaction Survey, the survey html code is added to the email below any additional manual notes that have been entered in the body, and after the email has been accepted to send in this Compose Email window.

Email Audit and Errors:
All emails including automated emails are noted in the email log file that can be reviewed in View Email Log in a display only format.
Any failed "bounce back" emails generate a 'Mailer-Daemon' notice back to the From address if the email could not be delivered to any of the recipients.