This alert notifies your company if a service call has been created and shows the caller as a contact that is considered a terminated contact in your database. This alert is specifically for clients who prefer to not inactivate their customer contacts in fear of later creating a duplicate contact.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert notifies your company if a service call has been created but the call is linked to a contact in your database that your company considers a terminated contact. Most dealerships will inactivate contact records when they consider them terminated. However, this alert is specifically for clients who prefer to not inactivate their customer contacts in fear of later creating a duplicate contact as the inactive contact will not show as an option for the service call contact later on if ever needed. By adding the word 'TERMINATED' to the Phone1 field of the contact, this alert can let you know what service calls were placed each day with a terminated contact listed as the caller.
Run Schedule: Daily
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. Alert reviews service calls entered into your database within the last day and locates the caller contact.
2. Next, the alert reviews the caller contact record to preview the Phone1 field
3. Alert will report to you when instances of TERMINATED is found in the Phone field
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID87 - Reminder to Link a Contact & Email Address on a Service Call Overview & Sample
ID188 - Daily Summary of Service Calls with and Without a Contact Overview & Sample
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