Embedded Files
In order to use the SocrateCloud Request Management functionality, you need to go through the following setup:
Verify Tenant Setup
Verify Tenant Setup
Open the Tenant window found in Initial Setup -> Tenant Rules. You need to enter an e-mail server and e-mail addresses that will be used to send the requests and notifications.
Open the Tenant window found in Initial Setup -> Tenant Rules. You need to enter an e-mail server and e-mail addresses that will be used to send the requests and notifications.
Use the Request Management section to enter the values in the SMTP Authentication and EMail Request fields. The e-mails related to the alerts and escalation are sent from this e-mail address. This address needs to be valid.
Use the Request Management section to enter the values in the SMTP Authentication and EMail Request fields. The e-mails related to the alerts and escalation are sent from this e-mail address. This address needs to be valid.
If the e-mail server requires authentication before sending the e-mails, you need to select the SMTP Authentication checkbox. In this case, the users need to have defined the EMail Address and Password in the Userwindow.
Starting v15.02, the Request email processor (for inbound email) functionality has been activated. This offers the possibility to generate requests automatically based on inbound emails to a specific address or folder. All communication that takes place between the time the request was created and the time it was closed is organized and saved.
Initialization:
In the Inbound Email Account window, the email account data is entered. Settings made here are based on the email server used (for now it only works for gmail email address).
the account can be set as a parameter for processes or other entities ( such as the request processor)
based on the account ID the inbound service is implemented, with a specific interface, depending on the account ID and settings;
through the inbound service email messages are read (from a specific folder)
When creating a request email notifications are generated. The system keeps records of links between requests and notifications as described below:
After creating a request in Socratecloud, after sending the email, the email ID is saved on the request. The email subject has the following format: "#request_no - Business Partner - Subject"
After adding a note to a request, when sending the email notification, a reference to the email ID saved on the request is added to the header. This indicates the fact that the email sent is a reply to the initial email is shown. The notification email subject has the same format as the one used for the initial notification.
If the email notification was not sent when creating a request, the email ID saved on the request will be the one belonging to the email notification sent for the first note. When further adding notes the reference used will be the email ID stored on the request.
Verify Business Partner
Verify Business Partner
Open the Business Partner window, found in Partner Relations -> Business Partner Rules. You can send e-mail to the business partners, but you first need to verify that all the contacts in the Contact(User) tab have valid e-mail addresses. In the URL field in the main window, enter the business partner's internet link. Go to the Contact(User) tab and enter an e-mail address in the corresponding field.
Open the Business Partner window, found in Partner Relations -> Business Partner Rules. You can send e-mail to the business partners, but you first need to verify that all the contacts in the Contact(User) tab have valid e-mail addresses. In the URL field in the main window, enter the business partner's internet link. Go to the Contact(User) tab and enter an e-mail address in the corresponding field.
This e-mail address is also used to access the Webstore. To utilize this function you need to have defined a password in the eponymous field.
Verify User
Verify User
Go to the User window, found in System Admin -> General Rules -> Security to make sure that the user has been assigned an e-mail address and a Supervisor. Select the person that will used to re-send and escalate the notifications for this user in the Supervisor field.
Enter an EMail User ID. This is usually the character string preceding the @ in an e-mail address. This field must be completed if the e-mail server requires authentication before sending the e-mails. You can enter the EMail User Password for the user. This field must be filled in if the the e-mail server requires authentication before sending the e-mails.
The next step making the necessary configurations in the Partner Relations -> Requests -> Request SetUp menu as described in Request Setup.
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