An alert to report on all open service calls for customers of a specified type.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert provides a daily summary of all open Service Calls (Pending, Dispatched, Hold, Scheduled status) for a particular Customer Type (or Types). It can also advise individual sales reps of the calls open for their customers, giving them a heads up to see if equipment at site is still the right fit, or maybe customer has new operators and a training review would solve service issues as well as make the customers happier and more productive with their equipment. Just following up with the customer should make them feel more like you're on top of their needs.
Run Schedule: Daily at 8 am
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Customer Type(s) - List the company types from e-automate that the alert should trigger on. Separate multiple types with commas; a minimum of one customer type is required.
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Alert Functionality
Alert Functionality
1. For the alert to trigger on a service call, the call must be in an open status; these statuses are: Pending, Dispatched, Hold, or Scheduled.
2. The customer on the service call hasto be one of the customer types set in Variable W. Customer type is here on the customer record:
You can see a list of all customer types in e-automate by going to Tools - Lists and codes - Customer Types:
3. If the To Rep option is checked on the alert, an email will be sent to each sales rep with details of the open calls for the customer type. The alert uses ID320 to determine the sales rep for the customer.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID320 - Where Do You Keep Sales Rep Information
ID489 - Calls of Specified Call Type Still Open After Specified Hours for Specific Customers
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