Report Email Capabilities

We have added the capability to send Helmet Tracker reports directly to your Sales Person, Customer, or a user-defined email address.

The example below, explains how to email a summary report. The process is similar to Order Detail report and the Customer Recertification Report.

(1) Step one - pull up the Order Summary Report.

(2) Click the "Email Summary Report" and you should receive the screen below.

You will notice there are three different email options. You can send a report to one, two or all three of these at the same time. You are required to check the box next to the people you want to send the report and you must select at least one option for the report to be sent.

To Sales:
To Customer:
To Other:

Note: #1 and #2 are "Not Available." on this example.

When you see this message, this means you have not assigned a Sales Person to the Order or have added a customer name and email to the customer's profile. We added new fields in the customer's profile to enter the customer that should receive the reports. These fields are named Corresponding Person Name and Corresponding Person Email. You can also add the customer's email and name, using the Update Customer screen.

#3 - This field allows you to enter any email address into the field.

#4 - The Subject defaults to standard format - "Order Summary Report - Order Number - Customer Name.

You can add to or change the subject line.

#5 - You also have the ability to add a simple note to the email. This will show up in the body of the email. There is no spell checking capabilities.

Once everything is complete, you will receive a pop-up window that tells you the report has been sent.

As always, send any questions or feedback to help@helmettracker.com.