Texada SRM software uses a PRO-IV built-in object to send
mail that supports basic SMTP authentication, as well as TLS
authentication.
Email addresses can be setup for communication and reporting
purpose in many tables as listed in Email
Address Assignment.
Uncheck this box if report output in spreadsheet format should always display on the screen immediately after being generated, and the email option is not required.
Check this box if operators should always be prompted whether to
output the spreadsheet to the screen or to deliver the spreadsheet
in an email.
When the spreadsheet is to be emailed, the operator is prompted for
the subject and address information as outlined in Email A File.
Check this box to automatically compress large spreadsheets that
are being emailed.
Uncheck this box if spreadsheets should not be compressed when
emailed.
Note: This compress option is not supported on Windows systems.
Jasper documents such as Statements, Invoices, Contracts,
Quotes, Reservations, Work Orders, Estimates, Sales Orders and
Purchase Orders can be emailed to designated Customer/Site or
Vendor Contacts at the point of creation, or from a bulk print run
request such as Statements, Cycle Billing or Daily Close invoice
printing.
In a bulk email run a separate email is generated for each document
even if several documents are being sent to the same recipient, and
a report is generated to track the recipients for each
document.
A Default Email Signature can be configured for emailing
document attachments individually or in bulk.
When emailing a single document at creation, the operator has the
opportunity to edit the recipients and the body of the email in the
Compose Email window, or to escape out of
the Email screen to print the Jasper document to the screen.
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.
Note: Batch emailing to Contacts is disabled in Play company environments.
Check this box to activate the single document and bulk document emailing feature that uses the Contact addresses defined in the Contact Information window to be the recipient of the document Email Types allowed for that Contact.
Uncheck this box if your firms does not want to activate this
Contact document emailing feature.
The option to email PDF documents can still be used as selected
from the Printer Selection window but
bulk document runs will all email to the one selected address and
not be emailed to individual contacts.
Note: Cylinder Invoices, Time Charge Invoices, and Point of Sale
Invoices using a Slip Printer, do not utilize this email
option.
When this Contact emailing option is activated, no notices are
emailed to external transport contractors even though the
Transport Supplier feature is activated in the Division Delivery/Pickup Parameters.
Click "HTML" to send emails with the links, images, and other
HTML styling in the 'Default Email Signature body.
Although the email signature message does not display in the email
body in SRM before the email is sent, it is included in the body of
the email but not in the same format and additional notes can be
added.
Note: It is important to include a note in the email signature that includes the word "unsubscribe" in order to minimize the risk that a legitimate bulk email run is thought to be a spam mailing because of the quantity and so may cause your ISP (Internet Service Provider) to block further mailings.
e.g. 'If you are not the correct recipient for this email, please contact The Rental Store to unsubscribe to future document mailings.'
Portal - 'From Address':
An email notice is automatically generated to rental store staff
when a document requesting a Quote or Reservation is created from a
Check Out of a Shopping Cart on the Portal
website.
Select 'Single Docs/Texada Web' so that selecting "Email
pdf" for the printer will email printed reports, and the Test email
button EMAIL and EMAILIT functions, as
well as the Texada Web generated email will be sent.
Printing a range of documents to email via Contact Document
emailing will not email and the 'Submitted jobs' will show in the
Email Log as failed, disabled in play
data.
Select 'Disable All Email' so that nothing will email from play data, and the Email Log will show the email failed as disabled in play data.
The only exception to this is the two-factor authentication email which will always send.
Note: When Emailing is disabled there is a warning when the
operator logins in to the Play company, but there is no warning
when an email is sent.
The email may appear to be sent but it is not and checking the
Email Log will show the fail to send
error.
Backup/Restore:
The various configurations can be saved and reinstated as required
in this window.
If the current configuration has been saved, it is identified in
the list.
The following backup management buttons are provided:
Note: The Backup/Restore will NOT save the authorization status of the email, but it will save everything else.
Select Yes if your SMTP server requires a username and password to send email and complete the following required SMTP user and server fields below.
Select GMail for Gmail OAuth support, which then displays
the AUTHORIZE and DE-AUTHORIZE buttons
beside this prompt.
These buttons are disabled while focus is on the 'SMTP
Username' input field, but after entering the 'SMTP
Username' click on AUTHORIZE to open the Google
security web page to authorize the Texada application to access
GMail.
Select Office365 for Microsoft OAuth support, which then
displays the AUTHORIZE and DE-AUTHORIZE
buttons beside this prompt.
These buttons are disabled while focus is on the 'SMTP
Username' input field, but after entering the 'SMTP
Username' click on AUTHORIZE to open the
Microsoft security web page to authorize the Texada application to
access Outlook.
Note: When 'GMail' or 'Office365' is selected the 'SMTP
Password' and 'Contact Management Password' cannot be
modified, and an API key needs to be setup in the Web Service API Keys table so the API service can
locate the company when processing the authentication callback.
The Authorize actions also require the API keys in Web Service API Keys.
Note: This feature is most commonly used with 'SMTP Authentication' but without SMPT Authentication it is your email provider's responsibility for ensuring the "Alternate Address From Support" works.
If no email address is setup for a salesman in Salesman Codes or for a division in Follow Up Auto Email, then this default company email address is notified.
Note: SCS staff can use the Web Service and Automated Reporting Debugging utility to further trace emailing issues.
ACTIONS:
Additional actions provided by buttons on
the Email Configuration screen include:
Note: To ensure the test email is able to be sent, in Open Client or Webb App sessions the Body of the email remains disabled until a valid email address is entered and accepted in the "To Address" field.
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