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© 2019 Adatasol Inc. |
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Did you email an Invoice to a customer and they didn't receive it?
You have the option of inputting your email account particulars into FrameReady or instructing FrameReady to open your default email program.
Important: if you set FrameReady to work with an existing email service account, then FrameReady cannot deliver email unless it is properly configured.
On the Main Menu, click the Setup Data button (login as level3 or higher).
The Setup Data window appears.
Open the Email tab.
Look for the Email Client radio buttons. There are two options: Client or SMTP.
If set to Client, and nothing appears to happen when you click an email button in FrameReady, then a default email program has not been set for your computer.
Please install an email program or, if one is already installed, create an association in the Default Program control panel (Windows).
If set to SMTP, then you may need to contact your internet provider or email provider for the proper SMTP settings:
SMTP Server
SMTP Port
Encryption
Authentication
Username
Password
Create a folder in your Documents named FrameReady Documents . FrameReady 11 is programmed to automatically create this folder if it does not exist.
FR9: Please create a folder on your Desktop named "FrameReady Documents" in which to store the PDF files. Then try again.
If you receive the error "Email(s) could not be sent successfully."
Email may fail to send if the address is improperly formatted or contains invalid characters.
Carefully examine the email address to ensure that:
the email field is not empty
the email address contains the @ symbol with at least one character before it
the email address contains the @ symbol with at least two characters after it
the email address ends with a dot with at least two characters after it
If you are sending bulk email, then it is likely that one or more of the email addresses are improperly formatted. Locating the bad email address and correcting it should solve the problem.
When an email button is clicked, a request for a new email is passed to your computer and your computer responds by opening the default email program, e.g. Outlook, Firebird or Mail.
In the default email program, a new message is composed with the proper fields set and a PDF attached (where applicable).
Important: If no email program is associated to perform the requested action, then please install an email program or, if one is already installed, create an association in the Default Programs control panel (Windows).
When an email button is clicked, then FrameReady opens its own new email screen.
In FrameReady, a new message is composed with the proper fields set and a PDF attached (where applicable).
For delivery, FrameReady uses the computer's internet connection to log into the account specified in the email settings.
Is your internet connection working? Can you get to web sites?
Did you get a popup or error message? See also: Error Messages
Are you using 2-Step Verification for your Gmail?
Google uses it's own rules to ensure that third party software cannot easily send email, on your behalf using your credentials, to your Gmail account.
Using G Suite? Go here: https://support.google.com/a/answer/6260879?hl=en
2-Step Verification (also known as two-factor authentication), adds an extra layer of security to your Gmail account. You sign into gmail using your password (step 1) and then a code is sent by Gmail to your phone, which you then also enter (step 2).
These codes do not work with some apps and devices, such as FrameReady, Thunderbird, or Outlook.
Instead, you’ll need to authorize the app or device the first time you use it to sign in to your Google Account. This is done by generating and then entering an App password. An example app password might look like: bmfk iujx wlvd scze .
If you are not using 2-step verification, then the following option remains: you can tell Gmail to allow less secure apps (those which cannot support 2-step verification) to access your account.
See this page to allow less secure apps to access your account.
If the default email template messages (Main Menu > Work Orders > Options tab > Edit Email Message) are empty, then copy and paste these:
Completion Email |
Proposal Email |
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Subject: Your framing order <Description> is ready <Due Date> for pick up Body: Dear <First Name> <Last Name>, Order #<Order Number>, <Description>, was due on <Due Date>, completed on <Completion Date> and is now ready to be picked up. The order was deisgned by <Order Designed By> and filled out by <Order Taken By>. Thank you, <Your Business Name> |
Subject: Proposal #<Job Number> Body: Hi <First Name>, Please look the attached proposal #<Job Number>. These can be completed by <Due Date>. Our business hours are: <Your Business Hours>.
<Order Designed By> <Your Business Name> <Your Business Phone> |
Invoice |
Thank You Note |
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Subject: Your Invoice #<Invoice Number> Body: Dear <First Name> <Last Name>, Here is your invoice dated <Invoice Date> for <PO Number>. The work was completed on <Due Date> under the terms of <Terms>. Thank you for your patronage. Sincerely, <Sales Rep> <Your Business Name> |
Subject: Your Payment #<Invoice Number> Body: Dear <First Name> <Last Name>, We have received your payment for <Invoice Number> dated <Invoice Date>. We value you as a preferred customer and look forward to future business with you. Sincerely, <Sales Rep> <Your Business Name> |
Statement By Aging |
Statement By Date Range |
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Subject: <Company> <Customer Number> Body: <Current Date> Dear <First Name> <Last Name>, Please find attached your statement for outstanding invoices. Payment is due upon receipt. You owe $<Amount Owing>. Thank you. Sincerely, <Sales Rep> <Your Business Name> |
Subject: <Company> <Customer Number> Body: <Current Date> Dear <First Name> <Last Name>, Please find attached your statement for outstanding invoices. Payment is due upon receipt. You owe $<Amount Owing>. Thank you. Sincerely, <Sales Rep> <Your Business Name> |
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© 2019 Adatasol Inc. |
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