Alert to trigger on service calls that are Variable W days from the open date and are not invoiced.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is designed to notify users of any service calls that remain uninvoiced beyond a specified threshold of W days. The purpose is to prompt a review of these calls to determine whether they should remain open or be closed/cancelled.
The alert can be set to report only those technicians with the ZCJFieldTech property set to Yes, or can trigger for all technicians. The alert can be sent to the technician, the technician's manager, the sales rep, or the creator of the call. The sales rep linking is dependent on ID320.
Run Schedule: Monday and Thursday mornings
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: # of Days - The number of days from the open date of the service call to trigger the alert.
Variable X: Custom Property - Custom Property set to YES on EA employee record identifying techs to report on. If left blank, will report on ALL technicians, regardless of the value in this custom property.
Variable Y: Status(es) to Exclude - List any service call statuses that you want to exclude from triggering the alert. For example, if you enter OKB, the alert will not trigger for any calls in the OK to Invoice status in e-automate. Valid statuses to enter are: P (Pending), D (Dispatched), CMP (Completed), S (Scheduled), or OKB (Ok to Invoice).
Variable Z: Branch Number(s) - Enter the branch numbers to trigger on, separating multiple branches with commas. Leave blank to trigger on all branches.
* * *
Alert Functionality
Alert Functionality
1. The alert will not trigger for any calls that are invoiced or cancelled.
2. The alert will not trigger for any statuses entered in Variable Y.
3. The alert checks to see if the difference between the date the call was created and the date the alert is running is greater than the number set in Variable W.
* * *
Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
Custom Property Set Up
Follow the steps below to set up the custom property to be available on your employee records. The ZCJFieldTech custom property is used with many CEO Juice alerts so it may already be set up in your e-automate.
1) In e-Automate click tools from the top tool bar and then select list & codes:
2) From the list or code type dropdown options select attributes:
3) Select the new button on the upper-right side.
4) Create the new attribute by completing the fields below and clicking OK:
Attribute name = ZCJFieldTech
Description = Is Field Technician
Data type = yes/no
5) From the list or code type dropdown options select configurations (custom properties):
6) From the configurations list double-click on the employee configuration:
7) From the available attributes dropdown select the attribute you created, check the default value box, and select if you want new records to be defaulted to Yes or No automatically. Next, click quickadd to add it to the selected attributes list. Then click OK to save the configuration.
8) You will now see this custom property in your employee custom properties:
* * *
Related Alerts
Related Alerts
None at this time.
* * *
0 Comments