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Juhend HansaWorld Enterprise'i versioonile 2024-03-16  

Create Menu - Contact - Random Password Mail

This page describes the 'Random Password Mail' function on the Create menu in the Contact record window. If you are using iOS or Android, the 'Random Password Mail' function is on the + menu.

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If you are using the Standard ERP Webshop facility and a Contact is a Customer who will be placing Orders over the web, you can use this function to generate a password for them. You should also tick the Allow Login box on the 'Terms' card of the Customer's Contact record. The Contact will be able to use their Contact Number or email address as Login IDs.

You will usually use this function with Customers whose records you have entered to the Contact register yourself, in order to allow those Customers access to your Webshop. Customers will also be able to register themselves in the Webshop, in which case they will be asked to choose their own password and the Allow Login box will be ticked automatically.

To set a password for a Contact, open their Contact record in a record window and select 'Random Password Mail' from the Create menu (Windows/macOS) or + menu (iOS/Android). The window shown below appears, where you can create a new Mail.

The new record will be opened in a window entitled 'Mail: Inspect'. This means that it has already been saved and is being opened for checking. The current user will be the default sender of the Mail. The To field will contain the email address of the Contact. The Subject field will contain the random password. The HTML box will be ticked if you have selected the Use HTML Formatting in Mail option in the Mail and Conference Settings setting in the Email and Conferences module. After you have written a message and when you are then ready to send the Mail, tick the Sent box. Finally, save the Mail by clicking the [Save] button (Windows/macOS) or tapping √ (iOS/Android). If you are using the Lock and Send emails Automatically option in the Mail and Conference Settings setting and if the Mail contains an external email address (i.e. one with the @ sign), it will now be sent automatically. If you are not using this option, select 'Send email' from the Operations or Tools menu after you have saved the Mail. Finally, close the Mail using the close box (Windows/macOS) or by tapping < (iOS/Android). You will be returned to the Contact window.

If the function does not create a Mail, the probable causes are:

1. The current user does not have a Mailbox.
   

2. The Contact does not have an email address.
   

3. The Contact has not been saved.

To be able to use this function, the Email and Conferences option in the Configuration setting in the System module must be ticked. You must be using the External Gateway module, and you must have configured the Email SMTP Server setting. Please refer here for full details about the mailing facilities in Standard ERP.

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The Contact register in Standard ERP:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons and Companies - The Contact Relations Register
  

• Operations menu
  

• Create menu, including:
  
  • Workflow Activity
    

  • Linked Contact Person
    

  • Email
    

  • Tags/Objects
    

  • Random Password Mail

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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