Customer Notes - Process and email configuration

Customer Notes - Process and email configuration

Overview

This FAQ explains the customer note email notification process.

Receiving a note from the portal....

1. When a customer enters a note into the customer portal, the customer note icon in the job will turn Blue. 

2. To send an email to the internal operations, set the top email configuration for Customer Note Alert to Active and Automatic. 
3. The 'to email' should be set to Internal Operations. This email is set in the Settings/Company Info screen. This means that when a customer note is entered in the portal by the customer, the icon will turn blue AND an email will be sent to the internal operations. email





Responding to the customer...

1. Select the blue note icon in the job
2. Type your response to the customer. Once you select Save the icon will change to green.

3. To send an email to the customer operations email, setup the 2nd Customer Note Alert email configuration to Active and Automatic (see screen above).
4. The 'To email' should be Operations. This is the top email field in the customer profile. This means that your customer will receive an email notification that you have responded.




    • Related Articles

    • Reply To Email: Company Info Update and Email configuration

      New Feature : Reply to Email: You now have 2 x options to change the From Email to your nominated Email address, Does not have to be noreply@freighttracker.com.au This is what it used to automatically default to. Once you update the below Email ...

    • Customer portal - a guide for your customers

      The customer portal offers track and trace ability for freight.  when first logging in, the portal will display the main screen of jobs that are not yet complete. Main screen  The jobs are separated by imports and exports  Search options There are 2 ...

    • Credit Notes ( How they Work in FT )

      Note: Our credits notes do not Export into Finance packages It is a very simple process 1) Press the Credit note Icon in ( Paying Customers ) > Invoice Screen 2) Then Input the $$ amount that you want to credit against the job (excl. GST). 3) What ...

    • Xero Integration - Send Booking Customer Reference to Xero

      Introduction Customers had asked for the option to be able to send the Customer Reference as part of the information sent to Xero when exporting the invoices from FreightTracker. Initially it was set so that ALL systems would send the Customer ...

    • New customer rejected from export into XERO

      isnt a new customer suppose to sync on the first export to XERO and add the account code automatically? =>Yes. Please first check that have the customer set up in Xero Before you follow the next steps To Sync  customer account codes, you must follow ...