Improved Supplier Emailing

Article Index

Overview

A series of changes have been made to improve the emailing available through Logistics Tablet, outside of the call-up process.

This will allow emails to be sent to suppliers, clients and internal staff that can reference activity dates, attach job files and more.

Functionality Delivered

Where the email button existed in previous version of Framework that would raise an email in Outlook, the same button will now raise the new Email dialog.

From Client/Job Details Screen

From the Supplier Details Dialog

(New) From the Call Forward Item dialog

Email Dialog

Email Dialog Options

Recipients:

1. To: email address(es) that this email will be sent to, separated by a semi-colon.

2. CC: email address(es) that this email will be sent to, separated by a semi-colon.

3. BCC: email address(es) that this email will be sent to, separated by a semi-colon.

4. CC Me: Toggleable option to automatically CC your own email address.

5. BCC Me: Toggleable option to automatically BCC your own email address.

Subject Options:

1. Prefill subject options

   1. Job - Address - Client

   2. Client - Address - Job

   3. Logistics Activity - Job - Address

2. Custom subject options:

   1. Custom - allow free text to enter any subject line

Message Options

1. Prefill options that will fill/merge information from the job or activity

   1. Job Details - Job and Address

   2. Client Name

   3. Current Activity - Logistics activity data, only available when sent from a Logistics activity

      1. Activity Name

      2. Called For date (only inserted if non-empty)

      3. Supplier instructions (only inserted if non-empty)

      4. Started date (only inserted if non-empty)

      5. Completed date (only inserted if non-empty)

Dialog Options:

1. Next - proceed to File attachment dialogs

2. Send - proceed to send the email with the already attached information

3. Cancel - cancel the current action

Job File Attachment Options

1. Attach - attaches the selected file

2. Attach all - attaches all files within the currently selected folder (i.e., whatever appears in the preview)

3. Remove - removed the selected file from the “attached files” list

4. Remove all - removes all files from the “attached files” list

Browse Files Options

1. Attach - Open the explorer to find/attach a file from anywhere on your computer.

   1. E.g., from OneDrive, Network shares etc.

2. Remove - removes the selected file

3. Remove All - removes all files from the current list