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Automate Custodian Notifications


General Topics > How to > Automate Custodian Notifications

TrackPro can automate the process of sending email notifications to instrument custodians using the "AutoEmail" Screen. TrackPro can be set to provide as many days of advanced warning as required. Proceed as follows:

  1. From the Main Menu click Scheduled Tasks.
  2. Click AutoEmail.
  3. Click the Server Tab.
  4. Complete the screen using your SMTP server information. For additional explanation press the F1 key.
  5. Click the Email Msg Tab.
  6. Complete the screen the desired report properties. For additional explanation press the F1 key.
  7. Click the Addresses Tab.
  8. Please note that you can alter the value contained in the "Provide days of advanced warning" edit box.
  9. Ensure that all Custodians have email addresses. For additional explanation press the F1 key.
  10. If desired, you may test your set up. Trackpro will substitute your email address for the Custodian’s email address.
  11. After completing the screens click the “Schedules Tab.”
  12. Click the Add button. The wizard will guide you through the rest of the process. 

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