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

This alert will notify the technician when a new call is created from e-Info or other service call automation.

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

 

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Overview

Overview

This alert will notify the technician when a new call is created from e-Info. The alert can send either a text message or an email to the technician. You can use Variable Y to have the alert trigger on calls created by other users in addition to e-Info. You can also specify the alert to only trigger for calls assigned to certain technicians.

 

Run Schedule:  Every ten minutes

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

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Variable W: Email or Text - Enter 'Text' to send the message as a text message. Leave blank to send the message to the technician's email address.

Variable X: Agent Number - Option to trigger on calls that are automatically assigned to one technician, your unassigned tech, or the out-of-territory holding tech. Enter the employee number from e-automate for the selected technician. 

Variable Y: CreatorID - Enter the creator ID for any automated service call created; separate multiples with commas. The creator ID for e-info (einfo) is populated by default.

Variable Z: Branch Filter - List 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

1. Only reports on pending calls - if the call is placed on hold after creation, the alert will not trigger.

2. To have the alert trigger only for specific techs, enter the employee number(s) in variable X:

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**Note, when you have the alert limited to certain techs, ONLY the pending calls that are for those specific technicians will trigger the alert. An e-info call entered that is under a different tech WILL NOT trigger the alert.

3. The alert will only report on each call once.

4. The creator ID for the service call is the user that created the service call:

265_creatorid.png

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Best Practices & Tips

Best Practices & Tips

None at this time.

 

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Related Alerts

Related Alerts

ID260 - New Call Created Send Notice to Assigned Tech

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