Daily list of delivery and pick up calls in EA dispatch sent to sales rep
Jump to Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Click to Subscribe (add the link from the website to the subscription page for this ID#)
Overview
Overview
For any client who uses the dispatch board for delivery and pickup of equipment via a service call, this alert will send the list of the pending calls to each sales rep, based upon the JOB you setup for that sales rep. If you are using dispatch in this way you should have certain Call Types setup for the different delivery/pickup options (Install, Demo Install, Pickup, Return To Lease etc). This alert will trigger off all calls Pending assigned to a call type that is in turn assigned to the Install/Pickup call type category.
Run Schedule: End of day, daily
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
N/A
* * *
Alert Functionality
Alert Functionality
This alert will trigger for calls in status 'Pending' that are assigned to a call type that is set to a category of IR (Install/PickUp). Recommend setting up different Call Types for the different types of deliveries and pickup options i.e. Install, Demo Install, Pickup, Return To Lease etc... Review your Call Types in EA under Tools / List and Codes / Call types.
You need to create a 'job' for each sales rep and assign the rep to that job and then use that JOB on all calls for that sales rep. For full functionality, input the Sales Order number in the PO number field on the service call.
Jobs can be set up as follows: In EA / Tools / Jobs
The Job window will open:
After creating the Job link it to the service call
* * *
Best Practices & Tips
Best Practices & Tips
Best to set your delivery/pick up Call types to a Category IR Install/Pickup, so CEO Juice alerts & e-automates reports know that calls assigned to those call types should not impact response times and can be filtered out of service metric reports.
Call types are set in EAutomate / Tools / Lists & Codes:
* * *
Related Alerts
Related Alerts
N/A
* * *
0 Comments