Installing Customer Messages

 

 

Procedure to install customer messages on any H2OS configuration (LAN Server, LAN Workstation or Standalone Workstation)

 

Please be sure to follow each step in this procedure. If any questions or problems please send us an e-mail with a screenshot showing the problem, with a description of what you were doing (attempting to do) and the steps you took leading up to the screenshot showing the problem.  

 

1. If you have previously installed a test version of H2OS with customer messages, erase these files so they can be automatically re-created by H2OS with current file structures as they have evolved through development.  

 

c:\h2os\profs\custmsgs*.*

c:\h2os\profs\custrems*.*

 

 

2. For LAN installations, logoff all workstations from H2OS  


3. Install H2OS build 14.28 or higher on the LAN Server or stand-alone workstation. If on the LAN server it will propagate to workstations as they log on to H2OS. Once installed on workstations it can be used independently of the LAN server and other workstations (there are no shared files)

 

4. For LAN installations, log off all H2OS workstations and start H2OS on the server. At this time H2OS to make needed table changes to support Customer Messages.

 

5. With this build installed and H2OS restarted, use the DOWNLOADS page (or WS Downloads for LAN workstations) to install updates for these files:

 

 

 

The next 2 steps are optional. They install sample files that can be used with customer messages. If you would prefer, we can e-mail you a copies of CUSTMSGS.ZIP and ENOTES.ZIP used in these steps.  

 

6. Download http://www.h2officesolutions.com/CUSTMSGS.ZIP and unzip it's files into the c:\h2os\profs folder

 

Copy/paste the URL above into your browsers' screen, press ENTER, navigate to the c:\h2os\profs folder and save this file in this folder. When completed use Windows Explorer to locate this

file and double-click it's name to extract the files contained, replacing files of the same name if present..

 

7. Download  http://www.h2officesolutions.com/ENOTES.ZIP and unzip it's files into the c:\h2os\cl folder

 

Copy/paste the URL above into your browsers' screen, press ENTER, navigate to the c:\h2os\cl folder and save this file in this folder. When completed use Windows Explorer to locate this

file and double-click it's name to extract the files contained, replacing files of the same name if present..

 

 

8. If you will be using Customer Messages regularly you can Add the CustMsg command for individual messages and the BATMSG command to access Batch Customer Messages. If you do not make this change, you can access these screens with the =CUSTMSG and =BATMSG commands.

 


9. Add the Customer Messages page (CustMsgs) to a current pageset.

 

 

10. For testing purposes please add several new customers to your database. To distinguish these test customer records in the database, please mark them by adding the keyword *TEST* (with asterisks) after the persons name. For example JOE JONES would become JOE JONES *TEST*.  Customer records marked in this fashion as selected (specifically) by the 'Test Group' record selection command. You can use this record selection command for testing purposes.  

 

If you setup a few such records it will help testing with the sample customer message jobs. Be sure to add useful information for the test, such as e-mail and cell phone information. Remember to delete these records when testing is completed.  Caution: never re-use customer database records.

 

 

11. Navigate menu -> setup -> options -> internet and choose Outlook or SMTP as your e-mail client. Outlook is preferred if you have it installed, as it requires no further setup information be entered (but Outlook must be running when sending e-mails using the Customer Messages feature). Using SMTP doesn't require other software but you need to add your (the sender's) e-mail address and the URL of the SMTP server provided by your ISP (they will give you this information). Leave the port default as 25, but change if required by your ISP.

 

 

LAN installation considerations

 

1.  Customer messages files (jobs, plans, schedule, history, controls, enotes, select commands) are NOT shared on LAN installations. That is, each computer has it's own customer messages files.