Alert to notify when a service call is closed and the call type category is Install/Pickup.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Sends an e-mail advising that calls of Call Type CATEGORY 'Install / Pickup' have been closed. Many clients use the dispatch module for deliveries and pickup of equipment. If you are using dispatch in this way, you should have certain Call Types set up for the different delivery/pickup options (Install...Demo Install...Pickup Return To Lease..etc). Whatever call types you set up to use for your deliveries, you MUST be sure that you assign the Category Install/Pickup to those call types so that our alerts and e-automate reports know that calls assigned to those call types should not impact response times and can be filtered out of service metric reports. This alert will trigger on all calls assigned to a call type that is, in turn, assigned to the Install/Pickup call type category.
Run Schedule: Weekdays at 5 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Branch Numbers - List the branch numbers for the alert to trigger on, separating multiple branches with commas. Leave blank to trigger on all branches.
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Alert Functionality
Alert Functionality
1. This alert will trigger for closed service calls where the call type on the service call is a call type under the category of Install/Pickup:
2. The alert will only trigger on the service call once.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID176 - Call Opened/Closed on New Equipment within X days of install.
ID266 - Notify Sales of Service Call Status by Call Type
ID507 - Alert to advise service call completed
ID656 - Call Opened of Call Type Category or Call Type or Priority or Bill Code or SLA Code
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