Automatic Direct Communications
This feature will allow direct communication emails to be configured to automatically send upon completion of a work order. The configuration screen can be found within a service capability. To navigate there, first click Administration then Service Capabilities
Click ‘# service level(s)’ of the service capability you would like to enable the automatic emails for. Next, click Communications
The Attachments options mirror the report types available in the Report Definitions. Selecting an attachment type will automatically attach any generated reports from the work order that match the report type selected. The Attachment options include the following:
- General
- Asset Summary
- Asset Label
- Asset Detail
- Asset Certificate
- Order Summary
- Order Invoice
- Order Estimate
- Order Detail
- Order Certificate
The Recipients option will automatically add certain contacts to the email being sent. The Recipient options are as follows:
- Order Owner – the email listed for the owner of the order
- Logistics Contact – the email listed on the Logistics tab on the order
- Billing Contact – the email listed on the Billing tab of the order
- Client Site Contact – the email address listed in the site shipping for a customer site
- Client Company Contact – the email address listed in the primary contact of the client
- Client Account Representative – the email associated with the account representative assigned to a client
