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)


This alert has no Variables.

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