Your customer generates an email that is sent to the accesskey@act.key2act.io email address OR to an email address that our user has set up (service@company.com) that forwards the email to the access key email address.
- The customer opens their email program and opens a new message.
- The customer enters the:
- Email address.
- Email subject (doesn't matter as this isn't stored anywhere)
- Email body that follows the template as determined by the user in the Event Trigger Properties.
- The following three fields are required to generate a service email. Additional fields may be added.
- Customer Number: Actual customer number in Signature.
- Location Number: Actual location ID in Signature.
- Description: Used in service call description.
In Outlook the body text can be added to a Quick Part gallery to quickly insert the information into a new email. The customer would then only have to enter a subject line and the description after inserting the Quick Part.
Simple Email
Depending on the recipient configuration in the Event Trigger Properties, the following may occur:
Email with Attachment
In addition to the email, the customer may attach a file to the email message. For example, a picture of the malfunctioning equipment.
Customer Calls for Service and Wants Notifications
