Email and Web Addresses Settings

How do I get here? Setup / Company Settings / Bases / Click Select link for base
Purpose

Customer Email and Web Addresses section controls the multiple ways your customers can contact each section of your company's information within that specific base
Security

Maintenance Module
Taxing Impact N/A
Commission Impact N/A
Data Field Definitions View Here

Data Field Definitions

Field Description Notes
Customer Service Email Address

The main email address that customers on this base should use to contact customer service.

Locations used:

  • LOA pages
  • Customer Portal – New Line Web Request email – From email address
  • Login Screen – Forgot Password email – From email address
  • Welcome Letter – From email address, if no Orders From Email
  • Customer Portal – Contact Us – Email Customer Service – To email address
  • Customer Portal – Request Account Change – To email address
  • Transaction Posting Screen - Non-Payment email – From email address
  • Invoice – First Page
  
Billing 'From' Email Address

Used as the From on email bills.

  
Orders Email

The main email address that customers on this base should use to contact the client regarding orders.

Locations used:

  • LOA and Check Rates pages
  • Corporate Portal – Request Change – To email address
  • Customer Portal – New Line Web Request email – To email address
  • Orders – From email address for emails sent when orders are placed into “Received” or “Completed” status
  
Orders From Email

The email address from which customers on this base will receive emails regarding orders.

Locations used:

  • LOA Verification  - From email address
  • Welcome Letter - From email address
  
Trouble Repair Email The internal email address(s) to which emails will be sent when new trouble tickets are added to accounts on this base.  
Trouble Ticket From Email

The email address from which emails are sent to:

  • Agents and internal users when new trouble tickets are added for accounts on this base
  • Agents when comments are added to a trouble ticket on an account on this base
  
Payment Confirmation Email The email address from which payment confirmation emails are sent when CC or ACH payments are posted for an account on this base on the Transaction Posting screen.  
Payment Confirmation FallBack Email

The email address to which payment confirmation emails are sent when CC or ACH payments are posted on the Transaction Posting screen for an account on this base, if no Payment Confirmation Email address exists on the Bill Setup screen for the account.

  
Payment Confirmation Email BCC When an email address is added here, any email that is sent to a customer's payment confirmation email will also be sent (via BCC - blind carbon copy) to the specified email address. You can specify multiple addresses.  
Web Site Address The client website address which appears on the invoice of accounts on this base.  
Customer Portal Web Address

The website address which appears on the invoice of account on this base which customers can use to log in to their account.

  
Customer Portal Logout Redirect Address

The logout redirect address brings the customer to this location after they logout.

  
TBS v35 Root URL URL that returns results for the whole of the website being analyzed.  
Default Base Override URL Regular Expression URL that should be considered if a different logo is needed on the Login page for the base. Will show the Company logo set on the base if the URL matches this value.