Versions Compared

Version Old Version 3 New Version Current
Changes made by

Kimberly Onnen

Kimberly Onnen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

SettingDescription
ReportEmailMode

Determines how to handle automated emails of reports and other documents, such as invoices. Reports are always sent to the email account that is specified for a technician when the technician is added to MobileTech (MobileTech Administration > Users). 

Note

Each technician's email address is also their logon account, and that is the email address that is used to send reports to the technician.

    • Do not send report emails - The report is sent only to the specified email account for the technician. The technician can then decide whether to forward the report to others, and to whom. This is the default value and should be used if reports should never be sent directly to a customer or another third-party contact.
    • Signature Contact Management - Send an email to the technician, and to the contact or contact list that is set up in Contact Management and that is associated with the location of the service call.
    • GP Internet Addresses - Send an email to the technician who is set up in the Internet Information window in Microsoft Dynamics GP (Microsoft Dynamics GP > Tools > Setup > Company > Internet Information) and who is associated with the location of the service call. Only one contact is allowed for this value.

    • Selected or entered by technician - The technician can select one or more email addresses to send reports or other documents, such as invoices, to appropriate personnel in the organization. The technician can also enter email addresses for new contacts and customers to send documents to them. This value applies only to external reports and documents, such as field invoices and the Call Summary report.

      Note

      The Select or entered by technician option allows technicians the ability to add a contact on-the-fly.


ReportEmailSMTPServerThe name of the machine where the email server resides.
ReportEmailSMTPServerPortThe port that is used by the email server. The default port number is 25, but you can change it for your system.
ReportEmailSMTPEnableSSLDetermines whether SSL is used by the email server. The default value is False.
ReportExecutionUrl

The URL for the Report Execution web service. This URL is used by the system to communicate with the SSRS report server to generate the Call Summary report. 

Note

To locate the URL, open Reporting Services Configuration Manager, and then open the Web Service URL section. Use the value from the URLs field, followed by /ReportExecution2005.asmx. Example: http://\{servername}/ReportServer/ReportExecution2005.asmx


UseSMTPAuthenticationDetermines whether a user name and password are required for sending email. The default value is True.
SMTPUsernameThe user name that is used to send report email notifications. This is available – and required – if UseSMTPAuthentication = True.
SMTPPassword

The password that is used to send report email notifications. This is available – and required – if UseSMTPAuthentication = True.

Note
You must create a Google App Password if your SMTP Server

If you are using Gmail with two-factor authentication and ReportEmailSMTPServer is set to smtp.gmail.com

for Gmail

, you will need to create a Google App Password. See How to create app passwords in Google’s Knowledge Center. (external link)


ReportPreviewMaxRetryAttemptsThe number of times that the client attempts to retrieve the preview of a field invoice after it is requested. The default number of attempts is 30.This setting applies to field invoicing and is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the Field Invoicing and Field Payments Settings area.
ReportPreviewRetryIntervalThe number of seconds between when the client tries to retrieve the preview of a field invoice until the maximum number of attempts has been met or the preview invoice is generated. The default number of seconds is 30.This setting applies to field invoicing and is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the Field Invoicing and Field Payments Settings area.

...