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ID120 - FMAudit Accounts not Linked to E-Automate or CRM System Overview & Sample:

This is to notify the appropriate person of all Accounts in FMAudit that are not linked to either E-Automate or your CRM solution. This alert is only applicable if your are linking FMAudit data to a CRM solution (Saleslogix / Goldmine / Compass /MS CRM). If you are not linking FMAudit to any CRM solution then this alert will not work as designed.

 

Sample Output:  The following account(s) have an FMAudit meter in last 15 days but are not linked.

Includes Customer Name, Last Onsite Receive (from FMAudit), Notes (if applicable)

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This alert has no Variables.

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