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Excerpt

Key Features

  • Readysell is an emails server that can directly send and receive emails without needing any client program such as outlook
  • You can see all emails, sms and electronically sent fax messages sent by anybody using Readysell or Received by Readysell in one place. That is the 'Messages'' module.
  • Overdue events, action items, service jobs being ready for pickup, work being assigned to technicians and many other events can trigger sms or email messages being sent to the appropriate customer or staff member
  • Meter counts, machine faults, toner levels, feedback from customers about cases and many other messages can be received by Readysell, analysed by Readysell's email server and used to adjust transactions, counts and balances in Readysell
  • You can pop up the source transaction directly from the email.
  • All automatically generated emails and manual emails are stored in one place.
  • Sent and received emails can be viewed in the same list.

  • All emails for all users or just one user can be searched.


Note

This feature is not available in Readysell Lite. 


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Expand
titleShow me

Viewing a message

  1. Log onto Readysell>Relationships>Messages
  2. In the 'Subject' field search for the type of email you are after eg "%Statement'; (thepercent is a wild card search)
    You can also customise the screen and add other fields to the list view eg Customer and search in that field.
  3. A List of the emails that have that word in the subject field will appear

  4. Find one in the list and click on 'Attached' action button in the top ribbon

  5. Select either 'Direct Attachment' or 'Related Attachment'
    Direct attachment relates to an attachment directly attached to the Source
    Related attachment is where the object is linked to it. EG if you are looking at a service order, a service order has a Machine, a product that stands for the machine etc.
    You can attach a service manual to that Machine. You will see that in related attachment.

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    titleAttached Action Button

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  6. Click on Direct Attachment to view the statement 

You can click on an email in the message log to view the email text, any attachments, and a variety of other information. The following tabs are displayed:

  • Message shows the body of the email.Attachments shows any attachments. Double-click on an attachment to open it.
  • Records shows any records related to the email.
  • Parser Results shows parser results generated by the system when processing the email.
  • Service Orders is only relevant if the email was sent from, or in reply to, a service order in Readysell.
  • Meters is only relevant if the email is related to a meter count emailed automatically to Readysell.
  • Meter Count Run Lines is only relevant if the email was sent from, or in reply to, a batch of suggested meter counts.

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You can send emails directly from the Readysell message Readysell Messages log module by clicking the New Email button on the top panel or you can click on Copy action button to copy an existing email.

New Email box will pop up

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