ID507 - Alert to Advise Call Completed Overview & Sample:

Essentially a variant of ID214, this alert will advise when calls of Call Type Category W or Call Type X have been completed/invoiced. It can be used, for instance, to keep your install team advised when Eqp is ready to move on to the next step in the install process, or in any instance where someone needs to know a call is completed. It will also advise the Sales Rep linked via Job to the Service Call if you are using that practice.

(If it fires on call completion, the alert will NOT fire again when call invoiced.)


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