Service CRM Online Software | Poky.com» confirmation emails 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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Click To Enlarge
Note: When image loads click to enlarge a 2nd time to reduce blurriness




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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Click To Enlarge
Note: When image loads click to enlarge a 2nd time to reduce blurriness




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.









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Contents

[ hide ]

  1. 1 Application Setup Wizard
  2. 2 B2B Order Entry Wizard
  3. 3 B2C Order Entry Wizard
  4. 4 Orders Section
  5. 5 Emails Section
  6. 6 Search Section
  7. 7 Calendar Section
  8. 8 Accounting Section
  9. 9 Reports Section
  10. 10 Manage Section
  11. 11 Preferences Section
  12. 12 Switching Companies

*While Viewing Screen Shots Click The Image To Enlarge

Our help and support wiki is updated just about every day to help users understand the service CRM application and how it functions. There are many features that can help run your business more efficient such as automated emails, newsletters, confirmations, and more. Below is a list of different sections of the navigation. We recommend reading the entire wiki however you can also skim through select topics where you need to obtain more information on.

Application Setup Wizard

This section will help guide you through the setup wizard.
Learn more.

B2B Order Entry Wizard

The B2B order entry wizard is tailored to businesses that do scheduling with other businesses. Through out the order flow you will…
Learn more.

B2C Order Entry Wizard

The B2B entry wizard allows you to enter and keep track of information that is important to your business. If you need to make changes as you go the navigation tabs provide access to different areas of the work flow.
Learn more.

Orders Section

The Orders Section allows you to view All of your orders, or you can break your view down to just Confirmed, Pending, Completed or Canceled orders.
Learn more.

Emails Section

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.
Learn more.

Search Section

The search section provides a means to search for your orders. You can choose to search based on three main categories, Order Information, Job Location and Date Range.
Learn more.

Calendar Section

The Calendar Section is linked to your appointments and mail.
Learn more.

Accounting Section

The accounting Section provides a place to perform all of your companies accounting tasks. You will be able to post payments to orders, reconcile those payments, view all accounts receivables, view outstanding CODs, perform payroll tasks and more.
Learn more.

Reports Section

The reports section currently allows you to generate referral source and brinks PDF reports based on your selections. You can use the Save Selected Preferences button to save and use the same selections for future use.
Learn more.

Manage Section

The Manage Section allows you to get a birds eye view of your business while allowing you to edit and manage all of your Workers, Companies, Services and Fees.
Learn more.

Preferences Section

The Preferences Section allows you to change company specifics such as your hours of operation, email options, accounting preferences, site navigation and order preferences.
Learn more.

Switching Companies

If you operate more than one company switching between them is easy.
Learn more.

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