Log on the the Office Portal

Go to app.magic5software.com to login to the office portal.

Edit the existing report email

Click on E-mail report to open the action editing window.

In the E-mail Details tab note the following:

• the description is 'E-mail report' to describe the action.
• the e-mail will be sent from %DEFAULT_EMAIL_FROM_ADDRESS% which was set up using System Settings (see Next Steps 1 - setting up magic5 for your business). This can, alternatively, be set to a specific e-mail address.
• The subject line and text (currently blank) of the email.

Change these as required

Change the recipient(s)

In the Recipients tab the first 3 items are most commonly changed:

• the address to which the e-mail will be sent. This is currently set to %DEFAULT_EMAIL_TO_ADDRESS% which was set up using System Settings (see Next Steps 1 - setting up magic5 for your business). This can, alternatively, be set to a specific e-mail address.
• E-mail all customer-wide contacts sends e-mails to all the addresses set up for the customer selected on the device or job (excluding any set up for locations).
• E-mail all contacts for location send e-mails to all the addresses set up for the customer location selected on the device or job.

Change CC and Bcc

Similar changes can be made in the CC and BCC tabs, including using
%DEFAULT_EMAIL_FROM_ADDRESS% and
%DEFAULT_EMAIL_TO_ADDRESS% as set up in the system settings if required.

Don't forget to Save.

E-mail at a different time

Most templates send out with magic5 e-mails the report as soon as the form has been received back from the device (ie by the back-office portal) regardless of whether all mandatory items have been filled in.

It may be more appropriate to wait until all mandatory items have been filled in by either the device user or the office user (Complete), or until it has been marked as signed-off by the office (Released).

To move this action, right-click and select cut. Position the cursor over the new position, right-click and select paste.

A similar approach using copy instead of paste will leave the original in situ as well.

Ready to go