Alerts Technicians when a call is dispatched to them.
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To send the call summary info to techs phone so that they don't have to open up their laptops to get the call information. Sends the notice to specific technicians set via Custom Property. This works by checking for calls status Dispatched and alerts the tech assigned to the call once only.
Run Schedule: Every 2 minutes
Type of Output: Email
Var W: To enable/disable this alert in the Technician Employee Record under Custom Property tab.
1. This alert works by checking for calls with Dispatched status and alerts the tech assigned to the call once only.
2 This alert is set to be Enabled for all technicians by default. You can Disable the alert for a technician by setting the Employee custom property for ZCJEnable323 to 'Disabled' for the technicians you don't want to run for.
Best Practices & Tips
Best Practices & Tips
1. When creating a new service call, eAutomate has the option to email the technician on any call that is placed in their queue. When the dispatcher is manually dispatching technician calls, you can opt out of the email from eAutomate. You don't want to overload your technicians with emails.
Custom Property Step 1:
Via Tools / Lists & Codes / Attributes create new:
Attribute Name = ZCJEnable323
Description = Custom Property on Tech Employee Record to enable/disable this Alert
Data type = User-Defined Lookup
Custom Property Step 2:
Then go to Configurations (custom properties) and double click on Configuration typically named NonSalesReps that is set for Group = Employee Properties (this is enables you to assign the Custom Property to Employee Records):
Custom Property Step 3
Use Quick Search to find ZCJEnable323 select quick add and leave default value blank, then select OK to save:
Custom Property Step 4
Now that the custom Property is created and linked: Go to People/ Employees/Contractors to find the employee records to be updated and enable this alert:
ID260 - New Call Created Send Notice to Assigned Technician
ID265 - Alert When New Call Is Created Via EInfo
ID267 - New Call Created Alert Only For Techs With Custom Property