WEB PORTAL EMAIL MESSAGE MAINTENANCE:
As the name indicates, this module will allow you to set up Emails that will be generated during Web Portal order processing. Please Note: you will need to set up an email client such as Outlook or Mozilla in order to send emails from the Web Portal. This module is found in the Document Maintenance Menu, which is located in the System Maintenance Menu.
You can create more than one Email version and each message can be added to All Branches or you can set up different messages for every Branch by selecting a Branch ID at the top of this message box. When you create multiple messages, you then have the ability to select the applicable message before sending. Please note that this message is sent after both a Web Order and an Order are created from the Property Management/Builders Template module. An example of a Web Portal Email Message appears as follows:
After creating a message, click the Save button. The title doesn’t have to appear on the first line, but may help to distinguish between multiple messages. To add another message, type over the existing message and click the Save As New button. A “Save As” screen will appear as follows:
You can select a specific Branch in which to save the message, or keep the default “All Branches,” and you will then type a new Name in the next field. Be sure to click Save before you Exit. Use the Delete button to delete an existing message.
Please Note: This menu option will only appear under the following custom menus: MENU.FIL, MENUNO.FIL, and MENUB2BT.FIL.
Also, an email needs to be created such as Orders@CarpetCompany.com so that email alerts are sent as a backup to the notification within BMS. This can be helpful in the event orders come in during evening hours or over the weekend.