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ID176 - Call Opened/Closed alert on New Equipment within X days of install - Overview & Sample

This alert notifies when a new call is opened within X days of install. When the call is closed, we notify again.

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

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Overview

Overview

The experience of your customers within the first few days is critical to setting the tone of the relationship for the next year or so. A service call on brand new equipment is not good, but often it's not that there was a service call, but how quickly did you respond and what actions you take to make it right. 

This alert will trigger when a new service call is opened for equipment that has an install date within Variable X days of install. The alert will trigger again when the call was closed. This allows you to proactively monitor service calls placed on new equipment.

 

Run Schedule: Every ten minutes

Type of Output: Email

 

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Sample

Sample

ID176.JPG

 

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Variables

Variables

ID176_variables.jpg

Variable W: # of Days from Install. Enter the number of days from the install date on the equipment record for the alert to trigger. The default value is 30.

Variable X: Branch Numbers. Enter the branch numbers for the alert to trigger on, separated by commas. Leave blank to trigger on all branches.

 

 

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Alert Functionality

Alert Functionality

**Note that this alert only triggers on Corrective Maintenance (CM) and Preventative Maintenance (PM) calls, the idea being that you don't want to know about follow-up install or network service calls but just want to be advised if the equipment breaks. Note that ToRep, in this case, sends to the last rep to sell the equipment in question, the alert does not look to Customer or Contract Record settings as it looks at the SalesOrder for SalesRep assigned.

The install date on the equipment is recorded here:

 ID176_example.jpg

 

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Best Practices & Tips

Best Practices & Tips

This alert is capable of sending to branch roles, please see this link for more details on setting up branch roles.

 

 

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Related Alerts

Related Alerts

ID35 and ID47 - These alerts are a process for maintaining service coverage while a service contract is set up. See this link for more details on these alerts. 

 

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