MKMS Help

Universal Email Update

This Help File Page was last Modified on 08/21/2012

Universal Email Update

This Help File Page was last Modified on 08/21/2012

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Universal Email Update

This Help File Page was last Modified on 08/21/2012

 Previous topic Next topic  
□The Universal Email Update utility provides a solution to a problem that didn't exist just a decade ago.
•Email Addresses are now entered almost everywhere within MKMS
•Hundreds, perhaps thousands of Email Addresses are stored within the MKMS application.
•These Email Addresses may be stored in the Subscriber, Employee, Dealer, People to Call, Prospect, etc. tables.
•They are used by the Communication Module for automatically emailing Reports, to selectively Email various Reports manually, and for reference when creating Emails manually.
•But Email Addresses change!
•When an individual provides a different Email Address, that Email Address may be stored in more than one location, and all of those locations may not be obvious to, or known by the User who is updating those records.
•The solution to this problem is the Universal Email Update utility.
•This Replace this Email Addresses with this Email Addresses utility provides a simple to use dialog.
•To access this Universal Email Update utility, from the Main Menu Choose Maintenance and then Select Universal Email Update.

 

□Universal Email Update

HelpFilesUniversalEmailUpdate

Universal Email Update dialog

 

•Affected Tables - Check each Table Name which might contain the Email Address which has to be changed.
•Dealer - An Email Address is stored in the Contact Information section of the Dealer Form.
•Dealer Users - An Email Address for each Dealer User is stored in the Dealer User Maintenance Form
•Employee - An Email Address is stored for each Employee in the Personal tab of the Employee Form.
•Event Stack - An Email Address is stored for each required Email response within the Event Stack of the Communications Module.
•Identity Theft - Under Development - An Email Address may be stored in the Identity Theft Form (one of the optional Extended Services features).
•Insurance - An Email Address may be stored in the Insurance Information Form.
•People To Call - An Email Address may be stored in the Communications tab on the People To Call Form.
•Prospect - An Email Address is stored in the Contact Information section of the Prospect Information Form.
•Subscriber - An Email Address is stored in the Contact Information section of the Subscriber Information Form.
•Replace: - Enter the current Email Address which has been changed to a different Email Address.
•Case does not matter here.
•All versions (Upper and lower case) of the entry are located.
•with: - Enter the new Email Address.
•Case does not matter here.
•What is entered, is exactly what is inserted into the selected Table Names for the appropriate records.
•Process - Click the Process button to initial the Search & Replace function.