CCS Point of Sale

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision
Previous revision
Next revision Both sides next revision
office:customer_relations_management:distribution_groups [2009/03/05 05:43]
markphsd created
office:customer_relations_management:distribution_groups [2009/03/05 05:45]
markphsd
Line 6: Line 6:
  
 Using the emailing tool requires an email address is setup in CCS. To setup an email address do the following: Using the emailing tool requires an email address is setup in CCS. To setup an email address do the following:
-1. Create a new contact with the name of the Emailer. - Office Tool Bar - Contacts and Employees - New Contact + 
-2. Enter at least the name of the contact and select the contact type as company. Press the save button on the contact form.  +  - Create a new contact with the name of the Emailer. - Office Tool Bar - Contacts and Employees - New Contact 
-3. Press the email button on the contact form. +  ​- ​Enter at least the name of the contact and select the contact type as company. Press the save button on the contact form.  
-4. On the email validation form that appears, press the New Account button. +  ​- ​Press the email button on the contact form. 
-5. The email accounts form appears and a list of accounts is shown (this list will be empty).  +  ​- ​On the email validation form that appears, press the New Account button. 
-6. Press the New Account button.  +  ​- ​The email accounts form appears and a list of accounts is shown (this list will be empty).  
-7. Enter all information to create a new account. ​+  ​- ​Press the New Account button.  
 +  ​- ​Enter all information to create a new account. ​
  Account Name: Email address.  Account Name: Email address.
  User Name: email account name.  User Name: email account name.
Line 21: Line 22:
  SMTP Server: SMTP server supplied information by email server.  SMTP Server: SMTP server supplied information by email server.
  Domain Name: Domain of email address. ​  Domain Name: Domain of email address. ​
-8. Pres the save button and the email address will then show up in the accounts list. +  - Press the save button and the email address will then show up in the accounts list. 
-9. Close the Email Accounts form.  +  ​- ​Close the Email Accounts form.  
-10. Close the Email Validation form. +  ​- ​Close the Email Validation form. 
-11. Re-Open the Email Validation form from the contacts form.  +  ​- ​Re-Open the Email Validation form from the contacts form.  
-12. The new email account will be listed. ​+  ​- ​The new email account will be listed. ​
  
 Email Groups: ​ Email groups are for mass emailing from the contact database. They are a powerful way to send out information to customers. There are many reasons to send out information to customers, such as the next days specials, events etc.  Email Groups: ​ Email groups are for mass emailing from the contact database. They are a powerful way to send out information to customers. There are many reasons to send out information to customers, such as the next days specials, events etc. 
Line 36: Line 37:
  
 Using Email Groups: Using Email Groups:
-1. Input a new group or select an existing group. ​+  - Input a new group or select an existing group. ​
  If the group is new.   If the group is new.
- 1. Filter out contacts if required. +   - Filter out contacts if required. 
- 2. Add the contacts desired. +   - Add the contacts desired. 
-2. Edit a letter, add a letter or ignore this section and use a html letter. + 
-3. Choose the email sender.  +  - Edit a letter, add a letter or ignore this section and use a html letter. 
-4. Send email. ​+  ​- ​Choose the email sender.  
 +  ​- ​Send email. ​
  
 {{:​office:​customer_relations_management:​email_groups.jpg|}} {{:​office:​customer_relations_management:​email_groups.jpg|}}
  
 CCS does not ship with emailing setup: Please contact tech support to help you set up your email accounts. support@cafecartel.com CCS does not ship with emailing setup: Please contact tech support to help you set up your email accounts. support@cafecartel.com

Navigation

^From the Ground Up!| |[[Getting Started:]]| |[[Installation Guide:]]| |[[Pre Installation:]]| |[[Install CCS:]]| |[[Install New Database:]]| ^Guides| |[[Guides:]]| |[[FAQ:]]| |[[Trouble Shooting:]]| ^Credit Card Setup| |[[Data Cap Epay:]]| ^CCS Administration| |[[ Office:Office - General Management]]| ^CCS Terminal| |[[Office:Terminal]]| ^Hand Held Setup| |[[Hand Held:|Tablet]]| ^Kitchen Display| |[[KDS Software Setup:]]|