When you turn on our alerts we typically need just 3 pieces of information,
Who the alert is from, who it goes to, any variables.
When deciding who an email should be from there are two points to consider. If the alert requires a response then who should the response go to, so make it easy so they can just hit reply. 2nd point, who has the authority to request an action.
If we are sending a message to a technician who used remote tech to dispatch himself to a call but still does not show as arrived 2 hours later we might send an email from Dispatch to the tech. If the tech is still not showing as arrived after 3 hours then the email might come from the tech’s manager.
If we are sending a list of end of lease contracts not contacted it would come from the sales manager to the salesperson.
If you find yourself forwarding an alert you receive to someone and asking why about something…. Then why not have that alert come from you to that person.
We want to avoid spamming people, so if dispatch forgets to get an email when entering a call then rather than emailing everyone on the dispatch team we would alert the person who created the transaction, so check our creator box.
Therefore if a service call starts off as a chargeable call and is invoiced for zero dollars then we would send an email to the person who created that transaction from their manager.
Our Creator box will alert the person who created the transaction.
Our technician box will check to see who the tech on that call was.
Our Technician Manager box will look in the e-Automate employee file to see who the manager is.
Our Sales box will send to the sales person in eAuto (see alert ID320 to update eAuto sales from your CRM).
Sales Manager is also from eAuto.
We need to have login id's linked to employee records in e-automate for our boxes to work, see alert ID221 to catch this.
Reminder that we suggest a mailbox of firstname.lastname@example.org that we will auto copy all emails to, don’t copy yourself just to be sure it runs (maybe for the 1st time) but login to that mailbox to check, more.
If you do insist on copying yourself and want to set rules we include the alert details at the end of each email.
The ID# is a format that is easy to search so search ID150 or create a rule to move emails for that alert to a certain folder.
email@example.com or comment with questions or suggestions.