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WINSALES Support Document - sup189

Version: 5.0
Revised: 8/28/03

Send Email From The Activity Sales Repís Profile In Fulfillment Center

Problem: In the Fulfillment Center how can I send the email from the sales rep on the activity, not just from one email profile?

Solution: In previous versions of Fulfillment Center it was only possible to send emails as one profile, so all the emails came from info@winsales.com (for example) instead of the individual sales person working with the customers. Often it is desirable to send as one email profile, but there are also times when the email should be from the sales rep on the scheduled activity in WINSALES.

In WINSALES 5.0 Fulfillment Center if Email Using Sales Rep (click for screenshot) is selected on the Options menu, and the letters selected to merge meet the requirments to be sent via email, Fulfillment Center will send the email from the Sales Rep linked to the activity in WINSALES.

To implement this feature you must have a EMAIL field on the SALES REP table populated with the Sales Rep's email address. The field must have the same name as the field on the Contact window that stores email addresses. If these field labels are different the Email Using Sales Rep feature will not work (this is not case sensitive).

To implement this feature using Microsoft Outlook and Microsoft Exchange Server you will need to enable users to send email on behalf of another user. Specifically the user logged into Fulfillment Center will need to be authorized to send email on behalf of each of the sales reps who may have a scheduled activity to sent via email. In Micorosft Exchange you can select each user (sales rep) and in the Delivery Options (click for screenshot) area ADD the user who will be running Fullfillment Center granting them permission to send emails for the user. This will make the emails sent from Fulfillment Center be sent FROM the sales reps email profile so the receiver of the email can simply click REPLY. For other questions on implementing the Send On Behalf features in Microsoft Exchange Server please consult your Exchange Server documentation.

To implement this feature using the EmailPerference of SMTP to send email with WINSALES create the EMAIL field on the SALES REP table and populate the email address for each Sales Rep. Then in Fulfillment Center the program will check that the letters selected to merge meet the requirments to be sent via email, Fulfillment Center will send the emails from the address in the SALES REP table. The FROM value on the sent email will be the Sales Rep NAME value in WINSALES.

Contact Silent Partner for more information on setting up WINSALES Fuffillment Center to send email on behalf of Sales Reps.

 

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