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Knowledgebase: Administration
Savance Enterprise Emailing Details
Posted by Kevin Merta on 30 July 2012 02:51 PM

Web Mobile

  • New Quote/Order Alert
    • To Email
      • Email is sent to the customer on the quote.
      • Email can also be optionally copied to the salesperson putting in the quote.  This is a checkbox that must be checked.
    • From Email
      • Mobile email alerts use the users email as the from email.  Meaning if Bob Smith at Test Electric is the one sending the alert, his email is used as the from email.

Webord

  • New Customer Login Request - New Guest Account
    • To Email
      • On Account Request
        • Email is sent to customer specified email.
    • From Email
      • Configured in the ApplicationSettings.asp file.  The parameter to configure is Application("DefaultRepEmail")
      • If this parameter is blank, the Application("DefaultFromEmailAddress") will be used instead.
  • New Customer Login Request - New Request (has existing account or requesting credit)
    • To Email
      • On Account Request
        • Email is sent to customer specified email.
        • Email is sent to the Application("DefaultRepEmail").
      • On Account assignment in the OS Application
        • Email is sent to customer specified email.
    • From Email
      • Configured in the ApplicationSettings.asp file.  The parameter to configure is Application("DefaultRepEmail")
      • If this parameter is blank, the Application("DefaultFromEmailAddress") will be used instead.
  • Lost Password Request
    • To Email
      • Email is sent to customer's email that is on file.
    • From Email
      • Configured in the ApplicationSettings.asp file.  The parameter to configure is Application("DefaultRepEmail")
      • If this parameter is blank, the Application("DefaultFromEmailAddress") will be used instead.
  • New Web Order/New Web Order Receipt
    • To Email
      • Email is sent to customer’s email that is on file.
      • Sales Notification
        • If a Representative is assigned in Savance Enterprise to that account and has an email assigned then that Rep is emailed.  If not,  the email is sent to the Application("DefaultRepEmail").
      • This email is also cc’d to the Sites Default Email Address as shown in the Site settings image in the From Email section below.  If this is blank, the Application("DefaultFromEmailAddress") is used instead.
    • From Email
      • Configured in the site settings of the administrator.  If this is blank, the Application("DefaultFromEmailAddress") is used instead.

Email Settings Administrator

 

Server Service

  • Nightly and Weekly Reports
    • To/From Email
      • These emails are set in the ReportSchedules table within the database
  • Notifications
    • To/From Email
      • Set in the Server Service email tab


Service Email Tab

 

Application

  • Notification Alert
    • To Email
      • Intended recipients email
    • From Email
      • App email alerts use the users email as the from email.  Meaning if Bob Smith at Test Electric is the one sending the alert, his email is used as the from email.
  • Anomalies
    • To Email
      • Anomalies are sent to osanomalies@savance.com
    • From Email
      • Set in the Warehouses admin section of the application
From Email

Savance | The Company

At Savance, we set ourselves apart from our competition by keeping it personal. We actively request feedback, know our customers by first name, integrate their ideas into our product, and measure our success based on their happiness. The way businesses used to be run.

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