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ID265 - Alert When New Call is Created via EInfo Overview & Sample:

This alert will notify the technician when a new call is created in eInfo. The alert can text or email the technician. This alert should also be used to link a contact to a call so the call can be surveyed and get call updates (ID109/ID181). Variable Y is where you set the creatorid of the users to report on when a call is entered with that user id. (Default is 'einfo'). Note that Variable X functionality is specific to version 20121203 and newer.
This alert can be used to notify techs of calls that come in via other sources, for example ID890 call sync. Each dealer using the sync will see the call alert to the tech won't go out (same as einfo), so they need to add their internal user id for the ID890 call creator.
 
The default schedule for this alert is to run hourly.
Only reports on pending calls - if call put on hold right away, alert will not send notice.
 
Variables:
Variable W - put Text here to have message sent as Text message: Enter Text to have message sent to the text messaging device, otherwise leave blank and the alert will send to the tech's email address. Default value is blank for email.
 
Variable X - Optionally you may trigger on calls automatically: Optionally, you may trigger on calls automatically to one given tech by setting their AgentNumber here (your unassigned tech, for instance, or your out of territory holding tech). The default value is blank.
 
Variable Y - Creatorid used for web calls: Createrid(s) used for any automated service that pushes calls into eAutomate. Separate multiple ID's with commas. Default value is einfo.
Variable Z - Branch Numbers to trigger on, separated by comma, or leave blank for ALL
 
Sample:
 
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