ID266 - Notify sales rep of new call / completed calls for selected CallTypes Overview & Sample

For any clients who use the dispatch module for deliveries and pickup of equipment. If you are using dispatch in this way, you should have certain CallTypes setup for the different delivery/pickup options (Install...Demo Install...Pickup Return To Lease..etc). Whatever calltypes you setup to use for your deliveries, you should be sure that you assign the Category Install/Pickup or Other to those calltypes so that our alerts eAutomate's reports know that calls assigned to those calltypes should not impact response times and can be filtered out of service metric reports.

This alert will trigger of all calls assigned to any calltypes listed in VariableW OR if blank variableW, then all calltypes that are assigned to the Install/Pickup calltype category. You can check this by editing your Call Types from List and Codes / Call types. You may also create a job for each sales rep and assign the rep to that job and then use that JOB on all calls for that sales rep OR we will alert he rep mapped to the account if the job is blank. VariableX is what status(s) to send email to rep for (ex: P,H,D,C) for new call created "P", on hold "H", "D"ispatched, "C"ompleted", "X"=Canceled

Alert will send from the Techs Email address if his/her eAuto Employee Record has one (or else uses the From Address per your alert subscription) since this is essentially a notification from service to sales and thereby making it easy for the Sales Rep to reply back with questions.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk