This alert will notify you if an active Service Contract does not have a Sales Rep listed on the Billing/Contact tab.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert reviews active Service Contracts in eAutomate to ensure that the Sales Rep for that customer is listed. This can be helpful for clients who rely on Sales Rep being listed for reporting as well as commission purposes.
Run Schedule: Daily at 4:30p.m.
Type of Output: Email
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Sample
Sample
The emailed output of this alert includes the Service Contract Number, Customer Name and Bill to Customer Name.
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Variables
Variables
This alert has no Variables.
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Alert Functionality
Alert Functionality
Alerts reviews active Service Contracts in eAutomate to review the Billing/Contact tab and ensure a Sales Rep is listed. If that field is empty, you are alerted.
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Best Practices & Tips
Best Practices & Tips
When setting up a Service Contract, or needing to add the Sales Rep to an existing, the Sales Rep for a customer will be found on the Customer Record in the field below
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Related Alerts
Related Alerts
The alerts below require Sales Rep to be listed on active contracts:
ID313 - Deposit Based Contract Drops Below X - Overview & Sample
ID346 - Equipment Population Custom Report With Contract Rates Overview & Sample
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