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

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(updated for 2015)
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[[Category:Stamps.com]]
 
[[Category:Stamps.com]]
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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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    <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 send [[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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-->
 
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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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#Open Newton and select '''Other -> [[Preferences]]'''.
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#From Agency Systems Select '''Other -> Client Explorer Options -> Global Settings'''.  
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#Select the '''User Options''' tab.  
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#Check '''Enable Stamps.com'''. ''This setting is global, and does not require action on each workstation.''
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#Verify '''Enable Stamps.com''' is selected.
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#Restart Agency Systems.  
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#If needed, select '''Save''' and restart Newton.
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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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#:[[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'''.

Revision as of 20:00, 15 September 2015

Ic info black 24dp.png Required Software Version: September 2015
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

The integration allows the user send client address information from Newton to the installed Stamps.com software interface. In addition, additional interest (holder) profile information can also be exported.

Requirements

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/

  1. Open Newton and select Other -> Preferences.
  2. Select the User Options tab.
  3. Verify Enable Stamps.com is selected.
  4. If needed, select Save and restart Newton.

Send Client Address to Stamps.com Software

  1. Load a client on one of the client tabs.
  2. From the client tab toolbar, select Other -> Stamps.com.
    Clientbasic-toptoolbar-other.png
  3. Complete the steps necessary in the Stamps.com software interface.

Other Integration Options

You can also open the additional interest profile menu and select Send to Stamps.com.

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