How to send email or SMS

A proposal for the project confirmation can be sent by email/SMS to the customer and/or technician. In order to use this function your administrator must set up the mail settings in Evatic Admin (Company XXX/MAIL, MAIL_PROJECT, MAIL_TECNINCIAN etc.)

Mail/SMS can be send from the following screen dialogs: customer, project, resource.

Example (from Project module)

Press CTRL + E and the following screen dialog will open (this window can automatically be opened when finishing a task, see Company XXX/PROJECTSEND_MAIL_ON_FINISHED):

Mail

	Enter the email address or use those buttons to add one or more email addresses. A list with the customer contact person, technicians or general (global address bok) appears. Double click to add. More then one address is added by using ';'.
From	Enter the from address. A default address can be set up by the administrator.
Subject	Email subject title. A default subject can be set up by the administrator + project number will automatically be added to all the email send from the project module.
Alt.text	A drop-down list with bookmarks, that can be used in the email text. Default texts an be set up by the administrator.
Mail format	Different email formats can be stored in this dialog screen. Your administrator can add 1-10 different mail formats. The mail formats can also change name in Evatic Admin, e.g. Mail format 1 = Proposal.
Text	Enter a free text. Default texts an be set up by the administrator (e.g. mail formats)
	Mark if only documents linked to this task should be shown in this list.
	Button to add documents, pictures etc. When a document is added (Word or Excel) it is possible to create a PDF document from it. Mark the PDF checkbox.
	Button to send mail. Emails can be stored under the Events tab.

SMS

In order to use the SMS function, the user must have a agreement with his sms provider (telephone company).

	Enter the mobile phone number or use this button to add the number. A list with the customer contact person, technicians or general (global address bok) appears (see above). Double click to add. More then one address is added by using ';'. The system will check if the mobile number is already added and will not add duplicates.
SMS format	Different sms formats can be stored in this dialog screen. Your administrator can add 1-10 different sms formats. Note! the sms formats can also change name in Evatic Admin, e.g. SMS format 1 = Service.
Text	Enter a free text. Default texts an be set up by the administrator (e.g. sms formats). A field next to the text field tells how many words you have written.
	Button to send sms. Sms can be stored as emails under the Events tab.