EOD / EOM Status Email

Back to EOD / EOM Email Options (feature table).

Vision GUI Path

 

 

 

Vision Configuration —> System Configuration —>

Dealer Information —> Dealer EOD / EOM Settings > Email Options

Dealer Information —> System Email Information > Email Address

Vision has new email options for EOD and EOM completion. You can now specify an expected time for completion and you can choose to receive individual email notifications for both processes. Your choices are as follows:

   None. (That is, no email notice.)

   When Completed.

   When Completion Time Exceeded.

   Both.

Note:   If you had the previous “Email When EOD Complete” check box set, then when you upgrade to this release, the settings will automatically be set to “When Completed” for both EOD and EOM.

Follow the instructions under these sections to set up your email notifications for EOD and EOM.

Set Up the System Email Address

Set Up the EOD / EOM Email Options

Setting the Email Options Details

 

 

 

Set Up the System Email Address

To set up the email address that will receive the notifications of EOD and EOM completion, do the following:

 

1   Click Vision Configuration.

2   Click System Configuration.

3   Open Dealer Information.

4   Open System Email Information.

5   Enter the maximum file size for the email.

6   Type the email address.

For example:
JohnSmith@company.com

7   Click Add.

The email address appears in the Email Address list view.

Note:   You may enter more than one email address. Each email address will receive the same system notifications.

8   Click Accept.

 

 

 

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Set Up the EOD / EOM Email Options

To set up the email options for EOD and EOM, do the following:

1   Click Vision Configuration.

2   Click System Configuration.

3   Open Dealer Information.

4   Open Dealer EOD / EOM Settings.

5   Set the Email Options for EOD.

6   Set the Email Options for EOM.

Note:   Please see Setting the Email Options Details for detailed instructions on setting the email options and completion time.

7   Click Accept.

 

 

 

 

 

 

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Setting the Email Options Details

 

 

To set up the email options for either EOD or EOM, do the following:

1   Open the drop-down selection list for the desired notification (EOD or EOM).

2   Select an email option.

   <None>

   When Complete

   When Completion Time Exceeded

   Both

Note:   Both tells the system to send an email when the process has run over the expected time and a second email when the process has completed.

3   Set the Completion Time.

If you want to specify a time by which you expect the EOD or EOM process to complete, do the following:

a   Put a check mark in this box.

b   Set the time.

Click in one of the time segments (Hours, Minutes, AM/PM) and do either of the following:

   Type the desired time value.

   Use the Up / Down arrows change the value.

 

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