ID166 - Notify Sales Rep When a Call is Opened or Closed for a Particular Customer/Equipment Overview & Sample:

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

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Overview:

This alert will send an email when a new call is opened and closed for a particular customer or equipment. It requires you set a custom property in the Customer Record (alerts go out for all corrective maintenance and preventative maintenance calls for that customer) OR on the equipment record (alert only for a specific machine).

 

Run Schedule: Hourly

Type of Output: Email only

 

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Sample

 

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Variables

 This custom property MUST be assigned to either a Customer Record or Equipment record

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Alert Functionality

 

 

This alert will trigger when a new service call is entered based on the below being set:

1. Only alerts for service calls with a Call Type linked to a category of Corrective Maintenance CM or Preventative Maintenance PM.

2. This alert will auto-install, so it does require you to create the Custom Property Attribute in e-automate (via Lists & Codes) and configure to both Equipment and Customer. Attribute is a Yes/No Data Type, and there is no default. See Tips & tricks below on how to set up.

3. Attribute name must match that in Variable W.

 

4. No need to select to Sales Rep on your alert subscription as the alert is already programmed to send to the Sales Rep set on Customer Record.

5. Alert considers Sales Rep on Customer Record (regardless of whether the Custom Property is set at Equipment or Customer Level):

6. Customer Custom Property does not override the Equipment Custom Property - it is an OR. So if the Custom Property is set on the customer record or the equipment record, the Sales Rep will get notified. If the equipment record is set to No but the customer record is set to Yes, the Sales Rep will still get notified. One does not override the other.

 

Best Practices & Tips

This alert will  require you to create the Custom Property Attribute in e-automate under Tools / Lists & Codes / Attributes. Create the attribute below and set as a Yes/No Data Type.

Then under Tools / Lists & Codes / Custom Properties, assign this attribute to BOTH the Customer configuration and Equipment configuration.

Email help@ceojuice.com if you need any assistance with creating these.

Note the attribute name MUST match exactly.

 

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Related Alerts

 

We also have alert ID53 to notify the Service Manager and ID54 to notify your Customer's Help Desk.