Service CRM Online Software | Poky.com» arrows http://poky.com Your business on the web. Wed, 26 Aug 2009 16:57:53 +0000 http://wordpress.org/?v=2.8.4 en hourly 1 Emails Section http://poky.com/help-wiki/emails-section/ http://poky.com/help-wiki/emails-section/#comments Wed, 24 Jun 2009 15:54:25 +0000 mike http://dev.poky.com/help-wiki/emails-section/

Contents

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  1. 1 Email Outbox Navigation
  2. 2 Worker Confirmation
  3. 3 Edit Email Messages
Email Section Navigation

Email Section Navigation




The Email Section displays information about your Sent, Pending and Canceled Emails, while also allowing you to keep up on your worker confirmation emails and custom email messages.


Email Outbox Navigation

Outbox Navigation

Outbox Navigation


You can view your entire outbox by clicking “Email Outbox” or you can view your pending, canceled or sent emails by clicking their respective links in the drop down. Pending emails are emails that are waiting in queue to be sent. This can happen when email filters are being used or while instant emails are waiting to be sent. You can choose to delete, cancel or edit these emails if changes are needed before sending. If you cancel the message it will be placed in the canceled tab where you can resend the email or delete it. Clicking the Sent tab allows you to see which emails have been successfully sent, use the arrows in the table header to customize your view.


Worker Confirmation

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The Worker Confirmation area allows you to view how your workers have responded to your worker confirmation emails. You can view your Accepted, Pending, Confirmed and Declined worker confirmation emails by clicking the appropriate tab. Furthermore you can search by file number or sort by worker type or worker name to find the worker(s) you are looking for.


Edit Email Messages

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The Edit Email Messages area allows you to edit, clone or create new email messages. Create a new email message by clicking “Create New Message” This will allow you to enter the message title, subject and body. You are able to enter predefined variables to draw information automatically into your message. This means you can automatically pass information such as the order status, property number, first and last name into your emails. The Recipient section allows you to specify who will receive your email. The Add Attachment section allows you to choose which files should be attached to your email. Lastly you can choose to add Mail Filters which will allow you to specify when the email is sent. If no filter is chosen the default of instant will be used.




Cloning an Email

Cloning an Email



Cloning an email message is useful if you need to create an email similar to one you have already created. Clicking “Clone” will ask you to rename the cloned email, this is to keep it separate from the original email. You can then click “Edit” to make any changes necessary to the email message.









This page is wiki editable click here to edit this page.]]> http://poky.com/help-wiki/emails-section/feed/ 0 Preferences Section http://poky.com/help-wiki/preferences-section/ http://poky.com/help-wiki/preferences-section/#comments Tue, 23 Jun 2009 19:10:52 +0000 mike http://dev.poky.com/?p=508

Contents

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  1. 1 Order Details
  2. 2 Company Details
  3. 3 Edit Email Preferences
  4. 4 Website Content
  5. 5 Website Template
  6. 6 Company Preferences
  7. 7 Edit Permissions

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The Preferences Section allows you to change company specifics such as your hours of operation, email options, accounting preferences, site navigation and order preferences. Setting up these options will provide defaults for processing your order flow and other tasks associated with the order flow.


Order Details

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Navigating to Order Details will allow you to change and preview the options that are present in the order flow. To add a new option highlight an option on the “Available Options” side and click the green arrow, to remove an option select from the “Selected Options” side and click the red arrow. You can also change the order of options by using the green up and down arrows. To save your changes click update and preview the new list of options below.


Company Details

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The Company Details area allows you to change basic information regarding your business such as Name, Street, City, Phone, Email, Logo and Domain. To update your logo click the browse button to locate a PNG, JPG or GIF file on your hard drive.


Edit Email Preferences

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This is where you will both modify existing email preferences and create new email messages along with the rules associated with them. To edit an existing email message click “Edit” under the options header. This will allow you to change the Title, Status, Subject, Message, Recipients, and Attachments. You can also add filters to your emails to specify when the email will be sent. When creating the body of your message a variety of predefined variables can be used to grab information automatically for you. You can also clone a message by clicking “Clone” under the options header. This is handy if you want to create a new email that is similar to an existing message. Lastly you can delete a message by selecting “Delete” under the options header.


Website Content

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Editing the Website Content area allows you to customize the look of your Poky.com hosted website. You can add a new page to your site by clicking “Add New”. You will want to document the page by giving it a title and then you can use the WYSIWYG editor to customize the look of the page. The page title will also be used as the link from the homepage to that page. You can switch the online/offline status of the page by clicking the gray circle. All pages that are currently online will be automatically linked to one another from the home page.


Website Template

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This is where you will select a template for your website. If you have not updated your template, visiting your site will ask you to do this before it can generate the content for you.


Company Preferences

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This is where you can edit your company specifics such as Hours, Email Options, Accounting, Site Navigation and Order Preferences. Editing Email Options allows you to change defaults such as who is the sender of outgoing emails and whether or not you are sending security evaluations to brinks.
The accounting options allow you to decide whether you are going to reconcile receivables before submitting payroll and how payroll is issued.
This is also the area to formally name the workers that you schedule for. Examples of this include Agents, Inspectors or Pharmacists.
Lastly you can specify your order preferences that are present in the work flow such as the value for time drop downs, the invoice/ file format and the starting number for your invoices.


Edit Permissions

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This page allows you to setup which pages certain users can access. Users are broken down into 4 groups, Admins, Inspectors, Staff and Office Managers. The Admin user will always have the ability to view all pages, however the other 3 users can be given permission to view as many or as few pages as necessary.




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