Difference between revisions of "Stamps.com Integration (legacy)"

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(Created page with "Category:Stamps.com The integration allows for the user to select Send to Stamps.com from the client profile screen as well as the additional interest profile menu. This w...")
 
 
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[[Category:Stamps.com]]
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[[Category:Third-Party Integration]]
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The integration allows for the user to select Send to Stamps.com from the client profile screen as well as the additional interest profile menu. This will pass through the address information from Agency System to the installed Stamps.com software interface.
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Legacy Stamps.com integration is no longer possible due to changes in the Stamps.com software.
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[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Stamps.com_Integration&oldid=3453 Click Here]
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<!--<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Stamps.com_Integration&oldid=2372 Click Here]</td>
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    <td>Related Pages</td>
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<li>[[Client Tab]]</li>
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    <td>Related Categories</td>
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<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li>
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The integration allows the user to send the [[Client Profile|client]] address information from Newton to the installed Stamps.com software interface.  In addition, additional interest (holder) profile information can also be exported.  
  
 
==== Requirements ====  
 
==== Requirements ====  
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Stamp.com integration will not work through Terminal Services or with hosted users due to licensing issues with the software.
 
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The Agency Systems user must have an access level of 9 to access the Global Settings menu.
 
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The Stamps.com software must be installed on the workstation and the user must have an active stamps.com account. http://www.stamps.com/download/
 
The Stamps.com software must be installed on the workstation and the user must have an active stamps.com account. http://www.stamps.com/download/
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==== Enable and Use Integration ====
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#From Agency Systems Select '''Other -> Client Explorer Options -> Global Settings'''.  
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#Open Newton and select '''Other -> [[Preferences]]'''.
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#Check '''Enable Stamps.com'''. ''This setting is global, and does not require action on each workstation.''
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#Select the '''User Options''' tab.  
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#Restart Agency Systems.  
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#Verify '''Enable Stamps.com''' is selected.
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#Select the the mailbox icon in the client toolbar between the client address, and contact list on the basic tab.
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#If needed, select '''Save''' and restart Newton.
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#:[[File:Stampscom-gui.png]]
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==== Send Client Address to Stamps.com Software ====
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#[[Client_Tab#Find_a_Client|Load a client]] on one of the [[Client Tab|client tabs]].  
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#From the [[Client_Tab#Client_Tab:_Toolbar|client tab toolbar]], select '''Other -> Stamps.com'''.
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#:[[File:Clientbasic-toptoolbar-other.png]]
 
#Complete the steps necessary in the Stamps.com software interface.
 
#Complete the steps necessary in the Stamps.com software interface.
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==== Other Integration Options====
 
==== Other Integration Options====
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You can also open the additional interest profile menu and select Send to Stamps.com.
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You can also open the additional interest profile menu and select '''Send to Stamps.com'''.
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Latest revision as of 19:07, 21 February 2017

Legacy Stamps.com integration is no longer possible due to changes in the Stamps.com software.

Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here


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