An alert to notify if a new e-Info quote is created and a sales message exists on either the customer or the equipment.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
When customers create sales orders in eInfo, the internal e-automate users have no visibility on the Sales Messages that might exist on the customer and/or the equipment. So, as the Quote is created from einfo, this alert will fire and show those notes.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. For any quote created from e-Info, where there is a sales message at either the customer or equipment level, this alert will send an email with the details from the sales order message.
Customer Record:
Equipment Record:
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID117 - Alert the Supply Department that an Online Order has been created on e-Info for review.
ID217 - Custom Report showing all sales and service messages.
ID612 - Update Sales and Service Message with NPS Detractor Information.
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