This is a custom report that you can run directly from e-automate to show you all the customer and equipment records that have active sales and/or service messages/pop-ups on them.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
Run Schedule: On-Demand
Type of Output: On-Demand Report
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Sample
Sample
Customer Message:
Equipment Message:
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. Customer messages are stored on the Messages tab of the customer record:
*Note that the date and time after Entered: in the message is the last time the note was updated. (If the message has never been updated, the date will be the time the message was added to the record.) This is the date that is used in the Date Updated Before and Date Updated After filters in the report.
2. Equipment messages are stored on the Sales/Service tab of the equipment record:
*Note that the date and time after Entered: in the message is the last time the note was updated. (If the message has never been updated, the date will be the time the message was added to the record.) This is the date that is used in the Date Updated Before and Date Updated After filters in the report.
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OnDemand Report Filters
On-Demand Report Filters
1. You can filter the reports for only specific equipment or customer records, message type, and the dates that the message was last updated.
2. The default date settings will return nothing because you are looking for notes updated after today AND notes created before today. To see all active messages, set both date filters to <All Dates>.
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Best Practices & Tips
Best Practices & Tips
1. We recommend a periodic review of this report to check for messages that can be removed from the equipment or customer records.
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Related Alerts
Related Alerts
None at this time.
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