This alert updates the website field on the customer record with the details from a specific custom property. Can be used to track the 'Grandparent' customer or other information stored in a custom property.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Many clients use Custom Properties to differentiate Customer Records in ways not easily done directly through e-automate. For example, the use of a Custom Property to designate the Master Account for a group of Bill To customers (essentially creating a 'grandparent' to go along with the parent (BillTo) and child (Location) customer records). Or other clients designate which customer locations are/are not being monitored by DCA or are being serviced by a Linux as opposed to a Windows server environment.
However, to filter e-automate reports or CEO Juice Custom Reports by Custom Properties is not an option. Even pulling Custom Property info into customized eViews is complicated. This alert will take the contents of your specialized Custom Property and automatically populate the 'website' field on the Customer Record with that info. This website field is much more accessible via many Custom Reports and eViews, allowing you to consider that Custom Property when running reports.
Run Schedule: Nightly
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property - Enter the name of the custom property to be used with this alert.
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Alert Functionality
Alert Functionality
1. The custom property set in Variable W must be one available on the Customer Custom Property configuration:
2. This process runs every evening, looking for new records where the Custom Property (listed in Variable W) contents have been set, changed, or wiped, and alters the entry in the Website field accordingly.
3. It will also send you a list of changes made. We install this alert in Test Mode first so you can review before we switch it to live and make changes to your eAuto data.
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Best Practices & Tips
Best Practices & Tips
See this post for details on creating custom properties in e-automate.
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Related Alerts
Related Alerts
None at this time.
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