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When a Work Order is marked as complete, a "Framing Ready for Pick-Up" email message can be sent to the customer as a courtesy pickup request/notification.
The message is composed automatically using the information on the work orders: name, description, sales rep, etc.
Use this screen to customize your message by adding days & hours you are open, tag line, sales promo, etc.
Tip: This is a great reason to get email addresses from customers. You can save paper and their time at the design counter by offering to email the proposal or quote to them. Yet another service you can offer to your customers.
Click your cursor into the Subject or Body field.
Position the cursor to the precise position you wish to insert a merge field.
Choose a merge field button, e.g. First Name, and observe that <First Name> was inserted into the text. This is the mail merge code that FrameReady will use to build the custom message.
Caution: It is recommended that you use the field buttons to insert the merge codes as this reduces typo errors.
To remove an inserted merge code, position the cursor and use the Backspace or Delete keys to remove the code (be sure to also remove the < and > brackets)
Company
Inserts the contents of the Company field from the Contact file.
First Name, Last Name
Inserts the contents of the Last Name field from the Contact file. (Remember to enter a space between the first and last name fields in the email message.)
Work Order #, Order Date, Due Date, Completion Date, Description, Order Taken By, Order Designed By, Order Quantity, Order Total
Your Business Name
Inserts the Business Name as set in Setup Data > Info tab
Your Business Address
Inserts the Business Address as set in Setup Data > Info tab
Your Business Phone
Inserts the Business Phone as set in Setup Data > Info tab
Your Business Hours
Inserts the Business Hours as set in Setup Data > Operations tab
The available merge fields for Proposal Email are identical to Completion Email with the following exceptions:
Job Number
inserts Job Number (instead of Work Order #)
Completion Date
not available
Troubleshooting: Email Help
Setting Up Basics: Set up Email
Invoices: Set up an Invoice Email Message
Setting Up Basics: Work Orders: Set up (Completion) Email Message
Contacts: Email Correspondence Explained
Contacts: How to Export Contacts to Third Party