Setting Up Basics
Work Orders
Set up your Completion Email Message
Completion Email Overview
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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.
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The message is composed automatically using the information on the work orders: name, description, sales rep, etc.
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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.
How to Edit the Email Message
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Click your cursor into the Subject or Body field.
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Position the cursor to the precise position you wish to insert a merge field.
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Choose a merge field button, e.g. First Name, and observe that <FirstName> was inserted into the text.
This is the mail merge code that FrameReady will use to build the custom message.
Default Completion Message
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>.
Quantity: <Order Quantity>
Total: <Order Total>
Thank you,
<Your Business Name>
<Your Business Address>
<Your Business Phone>
<Your Business Hours>
How to Use Mail Merge Fields
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)
Completion Email Merge Fields
Company
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Inserts the contents of the Company field from the Contact file.
First Name, Last Name
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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
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Inserts the Business Name as set in Setup Data > Info tab
Your Business Address
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Inserts the Business Address as set in Setup Data > Info tab
Your Business Phone
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Inserts the Business Phone as set in Setup Data > Info tab
Your Business Hours
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Inserts the Business Hours as set in Setup Data > Operations tab
How to Use Proposal Email Merge Fields
The available merge fields for Proposal Email are identical to Completion Email with the following exceptions:
Job Number
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inserts Job Number (instead of Work Order #)
Completion Date
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not available
