Customer Notifications and Communications
|
|
- Evan Arthur Tate
- 5 years ago
- Views:
Transcription
1 Customer Notifications and Communications SuccessWare 21 allows you to communicate directly with customers, vendors and your technicians by utilizing your existing service to send messages. Communications can include job notifications that can be ed automatically or manually to your customers. Using communications will require setup for your system, your employees and for your customer records. Contents Customer Notifications and Communications... 1 THE COMMUNICATIONS DASHBOARD... 2 COMPANY SETUP... 2 COMMUNICATION CLASSES... 5 JOB NOTIFICATION CONFIGURATION... 7 Enabling Job Classes... 9 EMPLOYEE SETUP TEMPLATES Adding HTML Links to Your s Importing HTML Templates SETTING CUSTOMER COMMUNICATION PREFERENCES JOB NOTIFICATION MESSAGE PROCESSING Manually Sending Job Notifications Automatic Job Notifications Communication Monitoring
2 THE COMMUNICATIONS DASHBOARD The Communications Dashboard is the central point for configuring and monitoring your communications in SuccessWare 21. To access the Communication Dash Board: 1. Click the 21 button to open the Main Menu. 2. Select Setup and then Communications. COMPANY SETUP Your system setup is now divided into two separate setup screens. One is used to control your Message/Paging Server Settings. The settings for this server are used to control the messages and pages that are sent to your technicians. All other messages are sent using the settings on the General Server Settings screen. This enables you to utilize two servers if you like although the settings for both screens can also be the same. To access your setup screens: 1. From the COMMUNICATION DASHBOARD screen. 2
3 2. Select Setup and then Servers from the menu. 3. Select Modify for the settings that need to be changed. 3
4 Note: Check with your service provider for the appropriate settings to be used. 4. In the SERVER field, enter the IP address or URL for the server. 5. Enter the address to be used for sending s in the SENDER ADDRESS field. It is very important that the domain of this address match the domain set in the SERVER field or your s may be marked as spam. 6. If an SSL encryption method is required for your server, select it from the drop down list in the CONNECTION ENCRYPTION (SSL) field. 7. Choose the port used for your . These are usually 587 or 25, but they can differ. 8. Some systems will assign a limit to the number of s that can be sent per day. If needed, enter this limit in the DAILY LIMIT field. 4
5 9. Some systems may use an artificial delay when sending bulk s. If required by your server, enter this delay in the DELAY BULK SENDING BY field. 10. If you are required to login to your separately from your network, select the USE AUTHENTICATION check box and enter the appropriate ID and password in the USER ID and PASSWORD fields. 11. After all information is entered, click the Test button to test your connection. The system attempts to send a test to any address you enter. 12. Click OK to save your settings. This will open an Server guidelines statement. You MUST cknowledge that you have read the statements before your settings will be saved! The same steps can also be used to enter information for the Message/Paging setup. If the settings are the same as the ones enter for general Setup, you can select the USE GENERAL SETTINGS checkbox. 13. Click Save on the Company Setup screen. COMMUNICATION CLASSES All communications which are sent directly from SuccessWare 21 are divided into communication classes. This allows you to choose which classes will require customers to Opt In in order to receive messages or Opt Out in order to not receive messages. You can also enter an address that will be used if your customer chooses to reply to the message as well as enter addresses to be copied or blind copied on the messages you send. To access Communication Classes: 1. From the COMMUNICATIONS DASHBOARD, click the Setup button located at the top left of the screen. 5
6 2. Select General Communications from the list. Several Communication Classes have been predetermined in SuccessWare 21. These include: Billings The Billings Communication Class will contain AR invoices and account statements that are ed to the customer. Job Notifications This Communication Class includes job notifications that are ed to your customers. Marketing This Communication class is currently used for pruning customers from a Marketing List. Surveys This Communication Class is also used to prune customers from a Marketing List. Tech Pages This Communication Class includes and text pages sent to your technicians. Appointments This Communication Class includes appointment s sent to your technicians which contain an attached file to display the appointment in a calendar program. Reports This Communication Class includes any report that can be ed directly from SuccessWare 21. eorders This Communication Class is used when ing a purchase order as an eorder to a vendor. Creating Custom Communication Classes You can create as many Custom Communication Classes as you wish. Currently these classes can only be used as an option when pruning customers from Marketing Lists. 1. From the GENERAL COMMUNICATION SETTINGS screen click the Add button. 6
7 2. Enter the information in the Comm Class, Description, Reply-To, CC and BCC fields and click Save. Opt In / Opt Out Configuration For each Communication Class, you can select how SuccessWare 21 will send messages. 1. Opt In If you select this option, only customers who have given specific permission to receive these messages will be ed. This is the default setting for Marketing and other promotional messages. To select this, check the Opt-In Required checkbox. 2. Opt Out If you select this option, all of your customers will receive these messages unless they specifically indicated they do not wish to receive them. This is the default setting for Billings and Job Notifications. To select this, leave the Opt In Required box blank. Reply-To, CC, BCC Addresses For each class, addresses can be entered as the defaults for each of these fields. Reply-To This address will be used if your customer replies to a message sent from SuccessWare 21. If no address is entered for the class, SuccessWare 21 will use the address listed for the server sender. CC, BCC Addresses entered in these fields are used if you want to copy others when the message is sent. To enter addresses in these fields: 1. From the GENERAL COMMUNICATIONS SETUP screen, click in the From/Reply-To, CC, or BCC field. 2. Enter the address and click the Save button. JOB NOTIFICATION CONFIGURATION The Job Notification Service is a background process that will send all job notification messages. To enable this service to run: 7
8 1. From the COMMUNICATION DASHBOARD, click the Setup button located at the top left of the screen. 2. Select Job Notifications from the list of options. 3. Click the SERVICE OPTIONS button 8
9 4. Click the SERVICE ENABLED checkbox and enter a SERVICE FREQUENCY. The Service Frequency is how often the Job Notification Service will process and send s. Once the Job Notification Service is enabled, it starts automatically whenever a user logs onto SuccessWare 21. If you wish to start the service manually, you can do so by clicking the Job Notification Service is NOT Running hyperlink on the Communications Dashboard. Important: The Job Notification Service runs from SuccessWare 21 and not from the server. This means that at least one user must be logged into SuccessWare 21 in order for s to be processed and sent. If you ever wish to stop the service, you can click the Job Notification Service is Running hyperlink and click the red X to the right JOB NOTIFICATIONS. Be advised that stopping the service while it is processing s will probably cause some s not to be sent. Note about running for multiple companies: If running the Job Notification Service with multiple companies, the service must be enabled individually for each company. Notifications will only be sent for companies with at least one user logged in. Enabling Job Classes In order for you to use Job Notifications, at least one of your Job Classes will need to be enabled. This functionality allows you to limit which classes of work will generate Job Notifications. Note: Each Job Class must be set up individually. Setting up one Job Class will not carry forward to others automatically! To enable Job Classes: 1. Select the 21 button to open the main menu. 2. Select Setup and then Communications 3. From the Communications Dashboard, select the Setup button and choose Job Notifications from the list. 9
10 4. Select the Enabled checkbox for each of the Job Classes you wish to enable. This will enable manual Job Notifications to be sent. 5. You can set automatic job notifications by clicking the check boxes for each notification type on the right side of the screen. 6. Click Save when done. Copying Job Notification Settings Job Notification Settings can be copied from one Job Class to another. 1. Select the Job Class that you wish to copy to. 2. Click the Copy button. 3. Select the Job Class to copy from by clicking the dropdown arrow and choosing. 4. Click OK to copy the settings. EMPLOYEE SETUP In order to page job information to your technicians, you will need to enter information for each employee. In addition, if you wish to send Job Notifications to your customers, you can enter employee biography information and attach a photo to the employee record. Access your employee records by: 1. Click the 21 button on the toolbar to access the SuccessWare 21 menu screen. 2. Select Setup and then choose Employee Manager. If you are creating a new employee, see the instruction on Creating a New Employee Record contained in the help file. 3. Double-click on the employee name to be changed. 4. Click the Edit button. 5. Select the Address/Phone tab and enter the address for the employee. 10
11 Note: The address entered in the field is used when sending appointments to the technician in an.ical. format for use in a calendar program such as Outlook. The address entered in the PAGER- field is used when sending messages via or SMS texting. 6. Select the Work Biography tab. 7. If desired, you can enter a brief biography in the BIOGRAPHY TEXT field. 8. If you already have biographical information available online, enter the website address in the BIOGRAPHY URL field. 9. Use the FRIENDLY TEXT FOR URL field to enter text that will appear as a link to the URL in your If you work with a reputation management site such as Review Buzz to gather customer reviews, go to the REVIEW URL tab and enter the URL (web page) that customers can click on to leave the tech a review. 11
12 11. Use the FRIENDLY TEXT FOR URL field to enter text that will appear as a link to the URL in your . Note: If you are using Review Buzz and enter a Review Buzz link in the Review URL field the Friendly Text for URL field will automatically be replaced in the with the following ReviewBuzz graphic 12. Next, you ll upload an image to the technician bio that will be included in the s. To do so, click the Load button If you are on your own network, you can navigate to the folder on your computer where the images are stored. If you are running SuccessWare21 in the Cloud at either Advance2000 or Synoptek, you will need to navigate to your local computer. NOTE: It is recommended, for ease of navigation that you place the images in a folder on the desktop of your computer. - To do so, when you select Load, the OPEN FILE DIALOG will open. Select the drop down list at the top of the form. - Highlight and select C$(\\Client)V: - This will connect you to the C: Drive on your local workstation. 12
13 - From here, you will need to navigate to the folder which contains your tech images. - You may need to double click on users - Then double click on your username before you see your folders. 13
14 - Finally, navigate to the folder with your images, select the image for the tech you are editing and select Open. 14
15 13. Click the Save button when finished. TEMPLATES In order for SuccessWare 21 to create messages to send to your customers, you will need to create a template to be used. The template consists of the content and formatting of the message(s) you want to be sent. The template can also include information contained in fields inside SuccessWare 21. This will enable you to create customized messages for each customer and for each job status. SuccessWare 21 provides you will several sample templates that can be used or customized. You can also create your own templates using the built-in HTML editor or by using your own HTML editing program, such as Microsoft Word. To add or edit your templates: 1. From the Communication Dashboard, click the Setup button and select Templates from the list. SuccessWare 21 alows you to store a company logo file that can be inserted into your Job Notifications. 1. Right-click and select Company Logo (for ) from the list. 2. Click Browse for Company Logo button, select the file. Remember to keep the logo size appropriate to the size of the To edit one of the sample templates, select the desired template and click the Edit button. This will open the template in a HTML Editor. 15
16 3. You can enter or edit your text in the editor. You can also select any of the Merge Fields displayed in the list on the right side of the screen. 4. When finished, you can preview the results by choosing the Preview tab. To display the template with sample data, select the View with sample merge data option. 16
17 5. To send a test , click the Test button and enter the address where the is to be sent. 6. Click Save when finished. Adding HTML Links to Your s You can use a right click when editing/creating your templates to add links to websites or clickable text that can be used to generate an . A special option has been added to allow you to quickly add a link customers can use to you to indicate that they want to "opt out" of receiving s. 1. To Add "HTML" Website or Links 17
18 2. Right click in the background of the template that you are editing in the location where you wish to add the link. 3. In the box that opens, enter either the URL (Web Address) or address you wish to Reference 4. Click OK 5. Enter the text you want to display in the . This what the customer will see and click on to open the website or generate the Click OK 7. Click the Preview Tab to see how the link will appear to your customer who receives the . Importing HTML Templates If you would like to create more robust s than the editing capabilities in the SuccessWare21 editor allow, you can create your s in an outside HTML editor and import them into SuccessWare21. 18
19 Note: The HTML Templates that you import into SuccessWare21 cannot contain images unless it is an image that is hosted on the web. If the user reads your offline, the images will not appear. You can create Templates in Word and save them as an HTML file. To do so use the Save As option and be sure to select Web Site (Filtered). In order to have the customer, company and job specific text appear in the s that you send to your customers, the templates you create must contain the Merge Fields SuccessWare21 uses to insert the text. You will need to add these to your template in the following format: [Field Name] The Merge Fields available for you to use are: Merge Field Name (Must be typed no spaces) Data Inserted [CompanyName] [CompanyPhone1] [CompanyPhone2] [CompanyLogo] [CompanyAddress] [CustomerName] [CustomerAddress] [Schedule] [Tech Review] The name of your company as it appears in Company Setup The phone number which appears in Phone 1 field of Company Setup The phone number which appears in Phone 2 field of Company Setup This will display the Company Logo that you have imported. This will display your company address (on a single line) as entered in Company Setup The name that appears in the Name field of the Service Location The address (on a single line) of the Service Location The Scheduled Date and Time of the Appointment When added to an , this merge field will display the information entered in the Review URL area of the tech Bio setup. This link is intended to allow you to request a review from your customer on completion of the job. The Assigned Technicians Name, Picture, Bio and link to the [TechInfo] (Only Available in the technician s URL (website) that you entered in the Biography "Disptach" Type) URL area of tech bio setup. 19
20 To Import an HTML template 1. From the Template screen, click the Import button. 2. Select the HTML file to be used and click Open. 3. Click Save to save the imported file as a template. SETTING CUSTOMER COMMUNICATION PREFERENCES SuccessWare 21 allows you to store a customer s desire to receive or not receive different types of messages. The customer s preference can be recorded on either Service Location or Billing Account screen. 1. Open the desired Billing Account or Service Location. 2. At the bottom left of the screen, click the Communication Preferences button. 3. Select the Opt In or Opt Out options for each Communication Class. 4. Click Close and then Save the record. Note: SuccessWare21 is not capable of capturing this information for you; you must access every account and update it manually. Prune Marketing Lists Marketing Lists are not ed directly from within SuccessWare21 but there is a mechanism available for pruning a list based on your customer s preferences. You can instruct the application to prune an existing list of all customers who have either opted out of a class, or have 20
21 not opted in when using the Opt In option. The Marketing and Survey classes are only used for pruning marketing lists Once you have created a Marketing List open it up from the Marketing Center and click the Edit button. Select the communication class that you would like to use as the basis for pruning the list. Right-click and choose Prune List, select Opt-In/Out Rules and then click OK. All customers who have opted out of the class you selected will be removed from the list. If the class requires that customers opt in, then those who haven t will be removed as well. JOB NOTIFICATION MESSAGE PROCESSING All Job Notifications are sent via the Job Notification service. Manually Sending Job Notifications When the Job Class is configured for Job Notifications, you can send an ed notice to customer manually from the Job Form or directly from the Call Center (Dispatch). 1. Right-Click on the job and choose Messages>Customer Notification. This will open the Job Notification screen and display any previous notifications and allow you to choose which type of notice to send. If the customer has previously been marked as having Opt-Out status. You will be warned at this time. 21
22 Note: The notification message can be edited before sending. This may be valuable if indicating that a technician will arrive during a window of time. 2. Select the type of message to be sent by clicking in the check boxes at the top left of the screen. 3. After verifying the message correctness, click the OK button to mark message to be sent. Automatic Job Notifications In automatic mode the user does not have to right-click on the job. Instead you will be prompted to send the notification when using the Call Center (Dispatch). This prompt will also happen when using the Job Screen. You will be prompted when the following conditions are met. The job class is enabled for job notifications And the job class is configured for automatic mode And the customer has not opted out of job notifications And you do not require customers to opt in to job notifications, or if you do that the customer has opted in 22
23 In addition, depending on the type of notification being sent, the following conditions must also be met: Booking and Reschedule Notifications The appointment is scheduled for today or sometime in the future Dispatch Notifications The job is not closed and the technician has been dispatched today Closed Notifications The end date of the job is within the last 48 hours Cancel Notifications The appointment was scheduled for today or sometime in the future Messages can be edited prior to being sent. Important Note After you choose to send a notification, the message is actually placed in a queue to be sent. The Job Notification service will send all qualified messages. Communication Monitoring Messages and their status can be reviewed from the Communications Dashboard. 1. Click the Messages button at the bottom of the dashboard screen to display the Message review screen. The screen will display all messages for every type of communication. You can filter the list by message type or date range. The background color of each message indicates the status of the message. Blue This message is currently selected Red This message failed to send due to an error. 23
24 Yellow This message is pending and could be resent. Gray This message was not sent. The status column will indicate the reason. Double-clicking on any message in the list will open more detailed information, including the message itself. Right-clicking on any message will give you options to Resend or Mark as Do Not Send. From the Call Center (Dispatch) On the Call Center (Dispatch) form an image of an envelope will be displayed next to each appointment. No envelope next to an appointment indicates that it is for a job class that has not been enabled for notifications. The color of this envelope is a visual clue as to the status of the current notification: Gray This appointment is for a job class is enabled for notifications and there is a message that can go out, but you have not requested the message go out. Yellow This appointment has a notification that is pending, it should be sent the next time the service executes. White The last notification for this appointment was sent successfully. Red The last notification for this appointment failed to send. Please consult the Message Review form for the cause of the error. Miscellaneous Generally SucessWare21 will accept the entry of multiple recipients (To, CC, BCC) where there is an address field for data entry. These kinds of entries must be separated by a semi-colon. Where possible SucessWare21 will check the format of addresses, including entries specifying multiple recipients, when input into the system and inform you when an invalid address is entered. Using the Cleanup Utility The CLEANUP UTILITY will search for and display all Service Locations and Billing Accounts that have an address that does not follow the accepted addressing format. (i.e. me@example.com) To use this utility: 1. Select the 21 button to open the Main Menu. 2. Select Setup and choose Utilities. 3. Click the Yes button to confirm that no other forms are open. 4. From the General Utilities screen, double click on Maintenance Tools. 24
25 5. Double click on Cleanup. This will display a list of both Service Location and Billing Accounts with invalid addresses. 6. addresses can be edited by pressing F2 to open the SERVICE LOCATION screen or by pressing F3 to open the BILLING ACCOUNT screen. 7. If desired, you can clear invalid addresses by clicking the Clear Addresses button. Note: The option to display customers with invalid addresses is also available on the Service Location List and Billing Customer List reports. 25
jdoe 5. In the password field, enter in the same password you use to logon to your workstations. 6. Click OK.
Outlook Web Access Quick Start Document Logging On 1. Open Internet Explorer. 2. Type http://webmail.min201.org in the address bar or go to www.min201.org and click on I Webmail. 3. Enter the following
More informationNEOMIN Webmail Instructions
NEOMIN Webmail Instructions Lisa Collins Created: Nov 10 th, 2009 Revised: Jan 25 th, 2010 1 Table of Contents Logging In 3 Viewing your Inbox/Emails 4-5 Printing & Deleting Emails 5 Replying & Forwarding
More informationMicrosoft Outlook Basics
Microsoft Outlook 2010 Basics 2 Microsoft Outlook 2010 Microsoft Outlook 2010 3 Table of Contents Getting Started with Microsoft Outlook 2010... 7 Starting Microsoft Outlook... 7 Outlook 2010 Interface...
More informationAN INTRODUCTION TO OUTLOOK WEB ACCESS (OWA)
INFORMATION TECHNOLOGY SERVICES AN INTRODUCTION TO OUTLOOK WEB ACCESS (OWA) The Prince William County School Division does not discriminate in employment or in its educational programs and activities against
More informationGROUPWISE INSTRUCTIONS
Viewing the GroupWise Home Desktop From the Folder List on the left-hand side of the screen, [Click] on the yourname HOME FOLDER The Home view provides panels of shortcut views which can be customized.
More informationOutlook Web Access Exchange Server
Outlook Web Access Exchange Server Version 2.0 Information Technology Services 2008 Table of Contents I. INTRODUCTION... 1 II. GETTING STARTED... 1 A. Logging In and Existing Outlook Web Access... 1 B.
More informationMicrosoft Outlook 2007 (PC Access)
Microsoft Outlook 2007 (PC Access) Overview Favourites Folders, provide quick folder access The Outlook Bar has been replaced with the Navigation Pane. This allows easy access to the features of Outlook
More informationTurnkeyMail 7.x Help. Logging in to TurnkeyMail
Logging in to TurnkeyMail TurnkeyMail is a feature-rich Windows mail server that brings the power of enterprise-level features and collaboration to businesses and hosting environments. Because TurnkeyMail
More informationNavigation Bar Icons
Outlook 2016 Main Screen Navigation Bar Icons Mail Calendar Contains mail-related folders like your Inbox, Sent Items and Search Folders. Use the Favorite Folders at the top of the pane for easy access
More informationOffice365 End User Training & Self-Service Migration Manual Simplified
Office365 End User Training & Self-Service Migration Manual Simplified Version 1.0 University Systems and Security 5/25/2016 1 P a g e Table of Contents 2 P a g e Table of Contents Introduction to Office365...
More informationUsing the Control Panel
Using the Control Panel Technical Manual: User Guide Creating a New Email Account 3. If prompted, select a domain from the list. Or, to change domains, click the change domain link. 4. Click the Add Mailbox
More informationMail Merge for Gmail v2.0
The Mail Merge with HTML Mail program will help you send personalized email messages in bulk using your Gmail account. What can Mail Merge for Gmail do? You can send messages in rich HTML, the message
More informationOutlook 2007 Web Access User Guide
Outlook 2007 Web Access User Guide Table of Contents Page i TABLE OF CONTENTS OUTLOOK 2007 MAIL... 1 Launch Outlook Web Access... 1 Screen Elements... 2 Inbox... 3 Read Mail... 3 Delete a Message... 3
More informationLoanToolbox ACT! 3.0 FAQs
LoanToolbox ACT! 3.0 FAQs TABLE OF CONTENTS How To Guide: 1) How should I maintain my database? a) Backing up your database b) Indexing your database 2) How do I share the database with my assistant? 3)
More informationOutlook Web Access Getting Started
Getting Started Outlook Web Access Getting Started First, open up the web browser of your choice. Then, enter the following URL: http://mailserver.pts.edu Outlook Web Access Login To log in, you will simply
More informationCustomer Progress s Enhancement
Dealer Business Management Software for Contract Furniture Dealers Customer Progress Emails Enhancement Version 2.0 / January 2014 17.05.00 or higher This module and all associated changes throughout the
More informationACTIVE CAMPUS PORTAL ADVANCED (SHAREPOINT BASICS)
ACTIVE CAMPUS PORTAL ADVANCED (SHAREPOINT BASICS) Training for Points of Contacts How SharePoint fits into Active Campus Portal Introduction to SharePoint Services Working with Lists Working with Libraries
More informationMicrosoft Office Outlook 2010
Starting Microsoft Outlook 2010 with XP Click on Start, E-mail Microsoft Outlook or Start, All Programs, Microsoft Office, Microsoft Outlook. Starting Microsoft Outlook 2010 with Windows 7 Click on the
More informationWeb Outlook. Tenafly Technology Department
Tenafly Technology Department Web Outlook If you would like to begin using the Web-based Outlook service to check your email remotely, you can do so immediately by visiting the Tenafly School District
More informationOffice 365. Contents. Features, screen shots, and instructions are subject to change at any time Page 1
Office 365 Contents Office 365..1 Accessing Your Email...3 First Time Set-Up...4 Changing Your Password. 6 The Email Environment...8 Reading Pane View...9 Reading Your Emails.10 Reading Attachments...11
More informationUsing the isupport Customer Profile Screen
Using the isupport Customer Profile Screen The Customer Profile screen (accessed via the Desktop menu) enables you to record customer information that can be used in all isupport functionality. Note that
More informationOutlook: Web Access. Outlook: Web Access AIS Vienna
Outlook: Web Access AIS Vienna Table of Contents Introduction to OWA...1 Log On... 1 OWA Workspace... 2 Hiding/Displaying the Reading Pane... 3 Collapsing/Expanding the Outlook Bar... 4 Log Off... 5 Sending
More informationEKTRON 101: THE BASICS
EKTRON 101: THE BASICS Table of Contents INTRODUCTION... 2 TERMINOLOGY... 2 WHY DO SOME PAGES LOOK DIFFERENT THAN OTHERS?... 5 LOGGING IN... 8 Choosing an edit mode... 10 Edit in context mode (easy editing)...
More informationDecatur City Schools
Decatur City Schools Table of Contents Introduction...5 Objectives...5 Why GW web?...5 Log in options...5 The menu...7 Blue title bar...7 Navigation...7 Folder list...8 Buttons in the message pane...8
More informationBeetleEye Application User Documentation
BeetleEye Application User Documentation BeetleEye User Documentation 1 Table of Contents Welcome to the BeetleEye Application... 6 Overview... 6 Navigation... 6 Access BeetleEye... 6 Update account information...
More informationAccessMail Users Manual for NJMLS members Rev 6
AccessMail User Manual - Page 1 AccessMail Users Manual for NJMLS members Rev 6 Users Guide AccessMail User Manual - Page 2 Table of Contents The Main Menu...4 Get Messages...5 New Message...9 Search...11
More informationOutlook Web App (Exchange 2010) User Guide Computer Training Solutions Version Revision Date
Outlook Web App (Exchange 2010) Computer Training Solutions Version 1.7 Revision Date 2014-December-1 Table of Contents QUICK REFERENCE... 2 OUTLOOK WEB APP URL... 2 MANITOBA EHEALTH SERVICE DESK... 2
More informationZimbra Web Client User Interface Changes for ZCS 7.0
Zimbra Web Client User Interface Changes for ZCS 7.0 This document gives descriptions and examples of some significant user interface changes in VMware Zimbra Collaboration Server 7.0. Topics in this document
More informationSECTION 5 USING STUDENT
SECTION 5 USING STUDENT EMAIL 5. USING STUDENT EMAIL On enrolling at the University all students automatically have an email account created. Account creation depends on a student successfully enrolling
More informationGetting Started The Outlook Web Access Window
QUICK Source Microsoft Outlook Web Access in Exchange Server 2003 Getting Started The Outlook Web Access Window ❶ ❷ ❸ ❹ ❺ ❻ ❼ ❽ Using the Reading Pane The Reading Pane allows you to view your e-mail messages
More informationAGENT123. Full Q&A and Tutorials Table of Contents. Website IDX Agent Gallery Step-by-Step Tutorials
AGENT123 Full Q&A and Tutorials Table of Contents Website IDX Agent Gallery Step-by-Step Tutorials WEBSITE General 1. How do I log into my website? 2. How do I change the Meta Tags on my website? 3. How
More informationDaily Preview...42 How do I use the Daily Preview tool to test my campaigns?...43
MARKETING Table of Contents Campaigns... 3 How do I view a campaign?... 4 How do I create a new campaign?... 6 How do I create a new email event in a campaign?... 8 How do I create a new postcard event
More informationTutorial for Horde . Contents
Tutorial for Horde email Contents Basics 1. Starting Horde 2. Reading emails 3. Replying / Forwarding 4. New email 5. Attachments 6. Save as Draft 7. Address books Adding contact details and accessing
More information1. Open Outlook by clicking on the Outlook icon. 2. Select Next in the following two boxes. 3. Type your name, , and password in the appropriate
1 4 9 11 12 1 1. Open Outlook by clicking on the Outlook icon. 2. Select Next in the following two boxes. 3. Type your name, email, and password in the appropriate blanks and click next. 4. Choose Allow
More informationAdvanced User's Workshop
Advanced User's Workshop Creating Local Distribution Lists Using Global and Local Distribution Lists Sharing a Local Distribution List Email Ribbon Bar Options Outlook 2007 & Office 2007 Application Integration
More informationWeb Mail Check v 1.0
Web Mail Check v 1.0 TABLE OF CONTENTS LAUNCHING WEB MAIL CHECK... 3 HOME PAGE... 4 LOG IN... 4 LANGUAGE... 5 DIRECTIONS... 5 READING MESSAGES... 8 HEADERS... 10 PRINTER FRIENDLY VERSION... 11 REPLYING
More informationWAM!NET Submission Icons. Help Guide. March 2015
WAM!NET Submission Icons Help Guide March 2015 Document Contents 1 Introduction...2 1.1 Submission Option Resource...2 1.2 Submission Icon Type...3 1.2.1 Authenticated Submission Icons...3 1.2.2 Anonymous
More informationHigh Impact 3.0 and ACT! HTML Merge
High Impact email 3.0 and ACT! HTML email Merge GUIDE for ACT! 6, ACT! 2005 and ACT! 2006 ACT! 8800 N. GAINEY CENTER DRIVE SUITE 200 SCOTTSDALE, AZ 85258 USA CUSTOMER SERVICE: 877-386-8083 BY INCIDENT
More information700 Fox Glen Barrington, Illinois ph: [847] fx: [847] Webmail System User Guide
700 Fox Glen Barrington, Illinois 60010 ph: [847] 842-9570 fx: [847] 842-0190 www.excaltech.com support@excaltech.com Webmail System User Guide Last Updated May 10, 2010 -2- Table of Contents Welcome and
More informationSync User Guide. Powered by Axient Anchor
Sync Powered by Axient Anchor TABLE OF CONTENTS End... Error! Bookmark not defined. Last Revised: Wednesday, October 10, 2018... Error! Bookmark not defined. Table of Contents... 2 Getting Started... 7
More informationMicrosoft Outlook 2003 Microsoft screen shots used in accordance with Microsoft rules to be viewed at URL
Microsoft Outlook 2003 Microsoft screen shots used in accordance with Microsoft rules to be viewed at URL http://www.microsoft.com/permission/copyrgt/cop-img.htm#screenshot Compiled by: Charmaine Morris
More informatione2e Appointment Manager
e2e Appointment Manager What is e2e Appointment Manager (AM)? Appointment Manager Quick Start Guide The e2e Appointment Manager (AM) provides a quick and easy way to reserve blocks of time on your calendar
More informationGRS Enterprise Synchronization Tool
GRS Enterprise Synchronization Tool Last Revised: Thursday, April 05, 2018 Page i TABLE OF CONTENTS Anchor End User Guide... Error! Bookmark not defined. Last Revised: Monday, March 12, 2018... 1 Table
More informationAnchor User Guide. Presented by: Last Revised: August 07, 2017
Anchor User Guide Presented by: Last Revised: August 07, 2017 TABLE OF CONTENTS GETTING STARTED... 1 How to Log In to the Web Portal... 1 How to Manage Account Settings... 2 How to Configure Two-Step Authentication...
More informationHGC SUPERHUB HOSTED EXCHANGE
HGC SUPERHUB HOSTED EXCHANGE EMAIL OUTLOOK WEB APP (OWA) 2010 USER GUIDE V2013.6 HGC Superhub Hosted Email OWA User Guide @ 2014 HGC. All right reserved. Table of Contents 1. Get Started... 4 1.1 Log into
More informationIBM Notes Client V9.0.1 Reference Guide
IBM Notes Client V9.0.1 Reference Guide Revised 05/20/2016 1 Accessing the IBM Notes Client IBM Notes Client V9.0.1 Reference Guide From your desktop, double-click the IBM Notes icon. Logging in to the
More informationOutlook Quick Start Guide
Getting Started Outlook 2013 Quick Start Guide File Tab: Click to access actions like Print, Save As, etc. Also to set Outlook Options. Quick Access Toolbar: Add your mostused tool buttons to this customizable
More informationStorefront Ordering System Demonstration Guide. Powered by
Storefront Ordering System Demonstration Guide Powered by Welcome to CMYK s Storefront Ordering System (SOS) The following pages will guide you through our Demo Site. We will show you many options available
More informationOptimal Performance and Installation Guide
Outlook Connector for MDaemon How To Quick Start Guide Optimal Performance and Installation Guide This guide provides information on how to get the optimal performance from Outlook Connector, how to install
More informationMicrosoft Entourage 2008
Microsoft Entourage 2008 Prepared by Computing Services at the Eastman School of Music May 2008 1 Table of Contents Appearance of Microsoft Entourage... 4 Email... 4 Reading New Email... 4 Sending a New
More informationSTEP-BY-STEP HOW TO GUIDE
STEP-BY-STEP HOW TO GUIDE for Kensington Register & Retrieve For HP Locks www.hplockregistration.kensington.com www.hplockregistration.kensington.com i ii Contents A. Create an Administrator Account.......................................
More informationOUTLOOK WEB ACCESS UOW USER GUIDE INDEX
OUTLOOK WEB ACCESS UOW USER GUIDE INDEX ACCESSING MAIL... 2 SETTING UP... 2 OPTIONS... 3 VIEWING... 4 ARRANGE MESSAGES... 4 CREATING/SENDING A NEW MESSAGE... 5 REPLYING TO MESSAGES... 5 FORWARDING MESSAGES...
More informationQuick Tips & Tricks. Important You must use SEMICOLONS ( ie; ) to separate address when sending mail to multiple users
Quick Tips & Tricks Important You must use SEMICOLONS ( ie; ) to separate email address when sending mail to multiple users Customize Mail View Click, View, and then highlight Current View Click, Customize
More informationPublic Mobile getting started with your service
Public Mobile getting started with your email service Quick Start Guide You can use your Public Mobile phone to access all your email accounts. You can access the following services: Gmail Hotmail, MSN,
More information5 Steps to Processing Event Invitations via
5 Steps to Processing Event Invitations via Email Create the Email Message Create the Package (Insert the Email) Create the Event (If you haven't already done so) Create the Invitation (Insert the Package)
More informationKean University. System Guide. cougar.kean.edu. Your window to the world
Kean University E-Mail System Guide cougar.kean.edu www.kean.edu Your window to the world USING KEAN UNIVERSITY E-MAIL SYSTEM (COUGAR) This document is divided into three sections: Messenger Express Basics:
More informationOffice 365: . Accessing and Logging In. Mail
Office 365: Email This class will introduce you to Office 365 and cover the email components found in Outlook on the Web. For more information about the Microsoft Outlook desktop client, register for a
More informationBBVA Compass Spend Net Payables
User Guide BBVA Compass Spend Net Payables User Guide Vault Services Table of Contents Introduction 2 Technical Requirements 2 Getting started 3 Sign In 3 General Navigation 4 Upload/Create Payment 5
More informationSend-only SMS user guide
Send-only SMS user guide Send-only SMS communications sometimes called SMS blasts are used to send information to recipients with no requirement to receive any return information. See the 2-way SMS user
More informationWELCOME TO WEBLINK..1. Internet Explorer Browser Settings...3. WebLink Features...5. Accessing WebLink Registration Process...
WebLink User Guide Table of Contents WELCOME TO WEBLINK..1 Internet Explorer Browser Settings......3 WebLink Features.....5 Accessing WebLink..... 6 Registration Process..... 6 Log In Process After Registration.......15
More informationPercussion Documentation Table of Contents
Percussion Documentation Table of Contents Intro to the Percussion Interface... 2 Logging In to Percussion... 2 The Dashboard... 2 Managing Dashboard Gadgets... 3 The Menu... 4 The Finder... 4 Editor view...
More informationALES Wordpress Editor documentation ALES Research websites
ALES Wordpress Editor documentation ALES Research websites Contents Login... 2 Website Dashboard... 3 Editing menu order or structure... 4 Add a new page... 6 Move a page... 6 Select a page to edit...
More informationThis document contains information that will help you to create and send graphically-rich and compelling HTML s through the Create Wizard.
This document contains information that will help you to create and send graphically-rich and compelling HTML emails through the Create Email Wizard. or warranty by AT&T and is subject to change. 1 Contents
More informationCheckbox Quick Start Guide
Checkbox 5.0 - Quick Start Guide This How-To Guide will guide you though the process of creating a survey and adding a survey item to a page. Contents: - Log-In - How to create a survey - How to add/change
More informationUSING PERFORMANCE PRO An Appraiser s Quickstart Guide. Hrperformancesolutions.net 9/2015 v. 3.4
USING PERFORMANCE PRO An Appraiser s Quickstart Guide Hrperformancesolutions.net 9/2015 v. 3.4 Appraiser Quickstart Guide Employee appraisals can be completed easily and quickly. The steps outlined below
More informationSureClose Product Line
SureClose Product Line Release Notes 3.7 June 21, 2013 SureClose 3.7 Release Notes June 2013 1 Table of Contents Overview... 4 Post-Installation Considerations... 4 Features and Functionality... 6 New
More informationOutlook GroupWare Connector User Guide
Merak Email Server Outlook GroupWare Connector User Guide Version 9.0 Printed on 6 June, 2007 i Contents Introduction 1 Installation 2 Pre-requisites... 2 Running the install... 2 Add Account Wizard...
More informationEMS WEB APP Configuration Guide
EMS WEB APP Configuration Guide V44.1 Last Updated: August 14, 2018 EMS Software emssoftware.com/help 800.440.3994 2018 EMS Software, LLC. All Rights Reserved. Table of Contents CHAPTER 1: EMS Web App
More informationPlanWell 4.0 User Guide
PlanWell 4.0 User Guide Contents Finding Planwell and Logging On 2 Planwell Access Portals 2 Document Selection 3 Build a Set 4 Most Current Set 4 Custom Packages 4 Issue Tree 5 Standard Order Process
More informationEMS FOR MICROSOFT OUTLOOK Configuration Guide. Last Updated: March 5, 2018 V44.1
EMS FOR MICROSOFT OUTLOOK Configuration Guide V44.1 Last Updated: March 5, 2018 EMS Software emssoftware.com/help 800.440.3994 2018 EMS Software, LLC. All Rights Reserved. Table of Contents CHAPTER 1:
More informationSharePoint. Team Site End User Guide. Table of Contents
Table of Contents Introduction... 1 Logging in for the First Time:... 1 Areas of the team site:... 2 Navigating the team site:... 3 Adding Content to the team site:... 3 The Ribbon:... 3 Adding a Link:...
More informationStatus Bar: Right click on the Status Bar to add or remove features.
Outlook 2010 Quick Start Guide Getting Started File Tab: Click to access actions like Print, Save As, etc. Also to set Outlook options. Ribbon: Logically organizes Command Buttons onto Tabs and Groups
More informationHOW TO ADD SIGNATURE TO MICROSOFT OFFICE OUTLOOK
HOW TO ADD SIGNATURE TO MICROSOFT OFFICE OUTLOOK QUARTER TO SEMESTER ICON VERSIONS: 2016, 2013 & OFFICE 365 HOW TO SAVE ICON TO COMPUTER Step 1: Open Email containing Quarters to Semesters Icon Click Here
More informationMicrosoft Outlook 2010 Outlook Web Access (OWA)
Microsoft Outlook 2010 Outlook Web Access (OWA) A quick reference guide to becoming familiar with the Microsoft Outlook Web Access interface including logging in, understanding tools for composing email
More informationMunis. Using Munis Version For more information, visit
Munis Using Munis Version 10.1 For more information, visit www.tylertech.com. TABLE OF CONTENTS Using Munis... 3 Permissions and Security... 3 Munis Menus... 3 Standard Screen Features... 4 Help, Settings,
More informationEvent Scheduling System 4.0 User Guide
This document was produced by Voloper Creations Inc. 2000 2009 Voloper Creations Inc. All Rights Reserved Brands or product names are trademarks or registered trademarks of their respective holders. The
More informationIntroduction to Microsoft Web Outlook
Platform: Windows PC Ref no: USER182 Date: December 2007 Version: 1 Authors: Chris McEvoy, Susan O Reilly, Claire Napier Introduction to Microsoft Web Outlook This document explains how to use Microsoft
More informationOutlook Navigation
Outlook 2010 Email Navigation Reading Pane Navigation Pane Inbox Navigation Pane Access your mail folders, view your calendar(s), and more. Inbox Browse through emails and meeting invites that have not
More informationOffice 365 Training For the
Office 365 Training For the 1 P age Contents How to Log in:... 3 Change Your Account Password... 3 Create a Message... 4 Add a Signature... 4 Learn About Inbox Rules... 5 Options > Automatic Replies...
More informationMailEnable Connector for Microsoft Outlook
MailEnable Connector for Microsoft Outlook Version 1.41 This guide describes the installation and functionality of the MailEnable Connector for Microsoft Outlook. Features The MailEnable Connector for
More informationIntroduction to Cognos
Introduction to Cognos User Handbook 7800 E Orchard Road, Suite 280 Greenwood Village, CO 80111 Table of Contents... 3 Logging In To the Portal... 3 Understanding IBM Cognos Connection... 4 The IBM Cognos
More informationThis manual will explain how to do a mail merge in Cordell Connect, using the following Windows programs:
Section 10 Mail Merge Cordell Connect has very a useful mail merge function for letters and mailing labels. Mail merges can be performed using project, company or contact information. The data source for
More informationCreate and Send Staff s
Create and Send Staff Emails Create and Send Staff Emails Table of Contents Accessing the Create Staff Email Menu... 3 Staff Email Details... 5 Email Body... 7 Email Templates... 9 Merge Fields... 11 Attachments...
More informationHow to create and send a new . NOTE: See different guide for repurposing an existing
How to create and send a new email NOTE: See different guide for repurposing an existing email 1 Log into marketo at https://rufsso.rutgers.edu/ 2 Remember You will need a NetID and password to log in
More informationOWA - Outlook Web Access
OWA - Outlook Web Access Introduction Outlook Web App (OWA) is the web-based version of the Outlook 2010 email client. To access OWA, you need a web brower and an internet connection. Logging In Go to
More informationUsing Microsoft Outlook 2010 with Zimbra
Using Microsoft Outlook 2010 with Zimbra 1 Copyright 2010 KSU Dept. of University Information Technology Services This document may be downloaded, printed or copied for educational use without further
More informationSHOWING SUITE USER GUIDE
SHOWING SUITE USER GUIDE Setup Showing Sync For Your Lockboxes Follow the instructions below to enable the showing notification emails inside your SUPRA account in order for Showing Suite to submit feedback
More informationRecipient USER GUIDE
Recipient USER GUIDE General Information What is smartmail? smartmail is smartview s proprietary email encryption system used to protect your personal and transaction related information. What is smartportal?
More informationOUTLOOK WEB APP (OWA): MAIL
Office 365 Navigation Pane: Navigating in Office 365 Click the App Launcher and then choose the application (i.e. Outlook, Calendar, People, etc.). To modify your personal account settings, click the Logon
More informationEmployee Dashboard User Manual
Employee Dashboard User Manual Employee Dashboard... 2 The Actions Bar... 2 Actions... 4 Punch tab... 4 Clock In... 4 Clock Out... 5 Begin Break... 5 Transfer... 6 End Break... 6 Begin Meal... 7 End Meal...
More informationHealth Messenger User Guide
Health Messenger User Guide V 2.6 3/09/2018 USER GUIDE TABLE OF CONTENTS 1.0 GENERAL INFORMATION 1.1 System Overview 1.2 Support 1.3 Uploading Export Files 1.4 Minimum System Requirements 2.0 GETTING STARTED
More informationParagon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities
Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities necessary to navigate the MLS. Table of Contents 1. Accessing
More informationOrganising your inbox
Outlook 2010 Tips Table of Contents Organising your inbox... 1 Categories... 1 Applying a Category to an E-mail... 1 Customising Categories... 1 Quick Steps... 2 Default Quick Steps... 2 To configure or
More information2013 edition (version 1.1)
2013 edition (version 1.1) Contents 1 Introduction... 3 2 Signing in to your Office 365 account... 3 2.1 Acceptable Use Policy and Terms of Use... 4 3 Setting your profile and options... 4 3.1 Settings:
More informationA Guide for Customer Accounts
A Guide for Customer Accounts Introduction This document contains set up and configuration guides for ODDS Customer Accounts. This manual helps to assist customers with the setup of their ODDS account,
More informationMY CCP Customization
MY CCP Customization Includes information on how-to customize timeout minutes, channels, tabs and columns Updated: 3/21/05-1 - ACKNOWLEDGEMENT Community College of Philadelphia gratefully acknowledges
More informationCANVAS OBSERVER GUIDE
CANVAS OBSERVER GUIDE This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike License Table of Contents Introduction...3 What is the Observer role?...4 How can I use Canvas
More informationDepending on your version of Internet Explorer, you will get a Security Alert box.
You can move straight through this tutorial using the space bar on the keyboard, the key, or the Left/Right Arrow Keys. Use the buttons below if you want to view specific modules within the tutorial.
More informationMailEnable Connector for Microsoft Outlook
MailEnable Connector for Microsoft Outlook Version 1.36 This guide describes the installation and functionality of the MailEnable Connector for Microsoft Outlook. Features The MailEnable Connector for
More informationZimbra Web Client 7.0 User Interface Changes
Zimbra Web Client 7.0 User Interface Changes This document gives descriptions and examples of some significant user interface changes in Zimbra Web Client 7.0. Sections include Mail, Calendar, Briefcase,
More information