Report of New Customer Accounts created in the last 24 hours
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Report of new customers created in last 24 hours for admin to review the key items (taxcode, terms, etc) for a new account added to e-automate. This version is built to run once at the end of the day of customers created in last 24 hours and deliver a pdf report with the pertinent information.
Run Schedule: Daily Evenings
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter Branch Number(s) to report on (you will receive one report with data for all these branches) or leave blank for ALL
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Alert Functionality
Alert Functionality
1. Alert reports on new Customer Records created in the last 24 hours. This is based on the created on date on the customer record:
2. If the alert is filtered to specific branches, it checks the branch on the customer record:
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Best Practices & Tips
Best Practices & Tips
None at this time
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Related Alerts
Related Alerts
ID82 - New Customer Records created in last 15-minutes
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