Daily / Weekly CUSTSUMM:

First, review the list of accounts in the table below. If a customer is to receive a CUSTSUMM
every day: In Order Entry REVIEW, enter the customers account number and search to see
if they had any jobs for the previous day. If not, there is no need to run CUSTSUMM for them.
On Monday or the day after a holiday, REVIEW every day and including the previous business
day (ie: on Monday, check for work for FRI, SAT & SUN).

If a customer receives a WEEKLY summary, REVIEW from the previous Monday thru Sunday
to see if they were active for the previous week.

RS Hughes is included in this list as a reminder to check their jobs, one by one, for waiting time
in REVIEW. Press ALT-F5 to see if any waiting occurred, then ALT-F10 to access the job, then
press the END key which will take you to CB? (Call Back), enter E, then press F2 and an email
of that job will be sent to RS Hughes.

  • FASTPATH to CUSTSUMM
    •

    1.Daily: Enter the previous business day in the two date fields EXCEPT on Mondays.

    2. On Mondays, enter Friday's date first and Sunday's date second.

    •Customer Selections: Filtered

    •Selected

    •Account Number + ENTER

    •F2

    •ENTER

    •F2

    •ENTER

    •Driver Selections: ALL

    •Service Types: ALL

    •Scope: Detail

    •Sort: None

    •Print Ordered By? Y

    •Page Break By Customer? N

    •Page Break By Date? N

    •Print Ref Summary Page? N

    •Print Signature? Y

    •Print PU and DEL Times? Y

    •Print PU and DEL Address? Y

    •Print Billing Comment? Y

    •Output: Printer

    •Select: 88 EMAIL PRINTER *MAIL*
  • To: email address
  • Subject: [ Enter Date + "Jobs" ]
  • Memo: "Hello" or "Good Morning!" etc.
  • Many customers like the "Text in email body",
    but any of the selections are OK. "Text in email
    body" will get past many junk mail filters, whereas
    sending an attachment will get blocked. Abbott
    Labels must be sent as "Text in email body".
    •

    Daily / Weekly CUSTSUMM Accounts:

    Acct#

    		 Name Info

    145
     

    		 ABBOTT LABEL (WEEKLY-MONDAY ONLY) etrac="12068"+"12068" lynng@abbottlabel.com

    233
     

    		 CRAYCROFT (WEEKLY-MONDAY ONLY) etrac="DELORESBOYD"+"CRAYCROFT1" delores@craycroft.net

    747
     

    		 MCDOWELL LABEL    etrac="JASONCULIVER"+"459421" shipping@mcdowelllabel.com

    1000
     

    		 SUPERIOR GRAPHICS       etrac="SGRAPHICS"+"SUE" dawn@superiorgraphics.com

    1856

     

    		 JHB LLP       etrac="JHP"+"PHYLLIS" Email to Fax attn: Phyllis Osborne
    12143688715@efaxsend.com
    2197
         		 POOL PLAZA orders@poolplaza.com
    2284 RS HUGHES:      Email when wait time exits Only
    THIS IS NOT A CUSTSUMM. RS HUGHES WANTS EACH JOB EMAILED TO THEM WHEN WAITING TIME OCCURS.    		 Broderick: bmathis@rshughes.com
    2965 2970
    2977
    2978
         		 CARRIER INVOICES (Bi-Monthly after billing print outs)

    A U T O M A T I C

    		 Invoice will come to cccdallas@msn.com. Forward to mmitchell@shipwithcts.com
    3606 JACOBS ENG. ELMBROOK      WEEKLY: on Tuesday Print out and mail weekly to Accounts Payable Mon or Tues per Kathy Rowton
    3802
         		 LATITUDE      etrc="cristiburris + latitude" Cristi Burris
    ccaroll@latitude-trg.com
     
    4556 SOUTHWESTERN BLUEPRINT etrac="southwestern"+"blueprint" Steve: charles@swbp.net
    4609

         		 TEXAS AIR SYSTEMS     etrac="julie.c"+"texasair" Nancy: nancyb@texasairsystems.com
    4609
         		 TECHNISTRUCTURES   Ronda:
    ronda@technistructures.com

    JACOBS ENG. ELMBROOK: email weekly CUSTSUMM (Mon-Sun of previous week) to cccdallas@msn.com as
    Text in email body. Put "Jacobs" in the SUBJECT of the email.Log into cccdallas@msn.com, Open the email with
    Jacobs in the Subject Field.Edit this in the email: change C U S T O M E R D A I L Y S U M M A R Y so that it says:

    C U S T O M E R S U M M A R Y I N V O I C E (you cannot edit email until you click Forward)

    Forward the changed Email to kathy.rowton@jacobs.com.

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