If you are using a MAPI (Messaging Application Programming Interface) enabled eMail client (i.e. Microsoft Outlook, Thunderbird, Eudora), or have set up your Office 365 or GMail Web Mail account, The Scheduler can send notifications to your clients.
The order of mail setup selected is:
1. Web Mail
2. Outlook connector
3 MAPI enabled eMail client.
If you are not printing notifications, simply click the Skip Notifs button on the form.
The Scheduler displays a summary of the events that occurred to arrive at this stage of the EFT preparation:
•The EFT transmit file has been created. The location of the file to upload to your bank is printed on the Transmission Detail Report and is displayed on this panel.
•Client history for the EFT file transactions has been posted.
The intuitive panel allows you to change the notification output; change the default eMail subject; and add a personal note to printed on all the notifications.
Note: the eMail check box option will only be available if your client email address has been entered in the Client Information.
If you are using Microsoft Outlook, The Scheduler has a secure connection to allow:
Display |
Queue the emails in Outlook. You must "Send" each one. |
Send |
Allow Outlook to send the emails with no user intervention. |
When your setup is complete, click the Run task button. If no notifications are to be prepared, simply press the Cancel button.
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Sample Notification
If you've set up the Automatic Backup feature to run after each EFT file preparation, you'll be given the following information:
