Portal Email Notifications

Portal Email Notifications can play a large role between your staff and your Customer's Web Portal Users, reflecting any Portal Activity. Since various users may not be signed on, an email may be the quickest way of getting attention for the following:

•	Service Request Changes (Add and Update) - transactions in the Web Portal only

•	New Portal Notes (Feedback for Service Requests and Work Orders) - added by both the Customer Portal Users and by your staff in FieldOne.

For instance, when your staff makes an entry on a Work Order Feedback Tab, an email will go to the Portal User, who can just read his email to review the recent activity, instead of logging on to the Web Portal.

See Notes and Feedback for an example of a series of messages between a Customer's Web Portal and your Company staff. If Email Notification has been set up, emails to the concerned users would have followed all the steps in this activity trail.

You can customize these:

•	Email content - using convenient, flexible and informative Email Templates

•	Persons notified:

Customer Portal Users - received by all flagged users for a certain Customer

Employees - received for all Customers on the Web Portal

Here are the steps to set up and test Portal Email Notifications, using Company Email Templates. You should do a simple setup just to get started and test the function. Then you can add elaborations later.

1.	Enter your SMTP Settings, on the Company Preferences Email Settings Tab.

2.	Test that your SMTP settings are working, using the Test Account Settings button.

3.	Set up a trial Email Template in this case for Service Request Changes. An Active Email Template is required for Notification to take place.

4.	Set the Email Template Recipient Type to Portal User & Employee. You can tailor the flexible controls here later.

5.	Set up one or more Customers to use the Web Portal.

6.	Set up one or more Web Portal Users for each Customer.

7.	Set the Email Notification flag for one or more of your Employees.

8.	Test: Have a Web Portal User enter a new Service Request from the Web Portal. After this user logs out, you should find emails to all Portal Users and all Employees with the Email Notification flag set on.

Page url: http://www.fieldone.com/startech/help/index.html?_portal_email_notifications.htm