Sends notification each morning of all open calls for your high-profile customers.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert allows you to review all open calls for those customers you consider to be major accounts. It emails a report each morning showing all open calls for customers you designate as major accounts.
The alert will send one email to each Technician Manager showing all their technicians' open calls for the specified customers. It will also send an email of ALL open calls for ALL customers flagged to the TO/CC addresses set on the alert subscription.
Run Schedule: Daily
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property on Customer Record used to flag as Major Account
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Alert Functionality
Alert Functionality
1. Sends an email to Technician Managers and those listed on the alert subscription each morning which shows all open calls for those customers you designate as major accounts.
2. Alert sends one email per Technician Manager which includes all open calls for major accounts that are assigned to the technicians they manage.
Technician Manager set here on technician employee record:
3. Also sends an email to those listed in the TO/CC of your subscription which includes ALL open calls for ALL customers designated as major accounts.
4. Designate a customer as a major account by assigning a value of Yes to custom property ZCJMajorAccount on the Customer Record:
5. In order for all technicians to be included on the report, Custom Property of ZCJFieldTech must be set to Yes on their eAutomate technician employee record:
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Best Practices & Tips
Best Practices & Tips
1. Please see here for best practice on Technician Employee Record set up.
Custom Property Set Up
Step 1 - Create ZCJMajorAccount Attribute
Create new Attribute named ZCJMajorAccount via Tools / Lists & Codes / Attributes:
Attribute Name: ZCJMajorAccount
Description: Mark Customer as Major Account for CEOJuice ID180 Call Alert
Data Type: Yes/No
Step 2 - Add ZCJMajorAccount Attribute to Customer Configuration
Add Attribute to Customer Configuration via Tools / Lists & Codes / Configurations (custom property):
Use quick add feature and set default value to No
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Related Alerts
Related Alerts
ID691 - Open Calls for Customer Type
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