Overview

Readysell's messaging feature allows you to send and receive emails from contacts, and to view and manage automatically generated emails.

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.

This feature is not available in Readysell Lite.

Reference

Buttons

Image	Name	Description
	New Email	Creates a new email
	Link to	Link the message to one of the options in the drop down list
	Copy Email	Allow you to copy an existing email sent previously

Fields

Name	Description
Date	The date and time when the email was created.
Type	Type of message. Whether it is an email coming in, an email going out, a phone call, etc
Result Type	Whether it is success or fail to send out of Readysell. This doesn't refer to whether the customer receives the email which is sent out of Readysell.
Customer	Who the message is related to
User	The user creating the message
Priority	If there was a priority on this message
From	Person sending the emailing
To	Receiver of the email

Message tab

Name	Description
Subject	The subject of the email sent
Message	The email message sent - what was actually sent. Or can be how long the phone call goes for.

Attachments tab

Name	Description
File name	Name of the file that has been attached in the email
Created At	The date and time when the email was created
Size	The file size
Created By	The user who created the message

Records tab

Name	Description
Date	Date of the message
Type	The transaction type this message came from
Number	The transaction number the message is related back to
Card	The card on the transaction

Parser Results tab

Name	Description
Mail Parser Result Type	The result type e.g. MeterCount
Meter	Meter name
Rule Type	If there are any rules on it
Case	The case relating back to this message
Service Order	The service order this message came from/is related to
Received At	When the message was received back in on
Result Type	Success of Fail
Error Message	If it failed, the error message relating back to the result type

Service Orders tab

The service order this message relates back to

Meters tab

The meter the message is a part of

Meter Count Run Lines

The meter count run lines on this message

Results Tab

This tab indicated whether the message was successfully sent and delivered to the client. Some common message which can appear in the result text are:

old: indicates that Mailgun tried to deliver the message unsuccessfully for more than 8 hours.
hardfail: not delivering to an address that previously bounced, unsubscribed, or complained.
Queued. Thank you: The message was delivered successfully to the recipient.

Using the message log

In the navigation pane, click Relationships then click Messages. The Message Log is displayed, showing all emails that you have access to view.

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Viewing a message

Log onto Readysell>Relationships>Messages
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.
A List of the emails that have that word in the subject field will appear
Find one in the list and click on 'Attached' action button in the top ribbon
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.
Attached Action Button
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.
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.

Sending a message

You can send emails directly from the 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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