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ID82 - New Customer Account Created - Overview & Sample

Alerts your key admin person to review the key items (tax code, terms, etc) for a new customer account added to eAutomate.

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview:

This alert will let your key admin person know that a new customer has been created so that they can review the key items (tax code, terms, etc) for a new customer account added to eAutomate. The alert will trigger every 15 minutes so that you will be notified quickly after the record has been created.

The alert will send a separate email for each customer account created.

 Run Schedule: every 15 minutes

Type of Output: Email

 

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Sample

ID82_sample.jpg

 

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Variables

ID82_variables.jpg

Variable W: Branch numbers for alert to trigger on. Leave blank for all branches or separate multiple branches with a comma.

 

 

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Alert Functionality

Alert will trigger every 15 minutes and send an alert for all new customer records created. Set the alert to send to your key admin person who can quickly review the data entered and ensure that all customers are set up correctly.

The alert will also show the user who created the customer record, this can be helpful for training purposes to alert the creator if the customer record was set up incorrectly.

 

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Best Practices & Tips

This alert can be set up to send to specific contacts at each branch, see this link for details on how to set up branch roles.

See this link for details on setting up parent/child customer records.

 

 

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Related Alerts

See ID139 for a a slightly different version that runs at the end of the day and delivers a PDF report of all accounts created in last 24 hours.

ID325 - This alert is an audit record of new customers added and changes made to existing customer records. See this link for more details on this alert. 

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