Alert ID Information
Alert Specific Information
General
Accounts Payable Alerts
- ID71 - 1099 Vendors Missing Required Information Overview & Sample
- ID614 - AP Checks Created Today Posi-Pay submission attachment - Overview and Sample
- ID646 - Alert when AP Payment for Specified Method (CH = check CA = Cash or ACH) is created - Overview and Sample
- ID83 - AP New Vendor Created in E-Automate, Overview & Sample
- ID707 - Vendor Record Information Created / Changed Audit Log (In Development)
- ID624 - AP Invoices Past Due Or Coming Due Overview & Sample
Accounts Receivable alerts
- ID41 - AR Customers eView (In Development)
- ID645 - Customer Charge Accounts Scheduled Date Overview & Sample (In Development)
- ID623 - Customer Tax Exempt Certificate is Expiring Overview (in Development)
- ID552 - Note Types Used on invoice to Request for Approval for Voiding, Overview & Sample
- ID553 - Note Types used on Invoice to Approve Or Deny A Void Request, Overview & Sample
- ID466 - Alert When A Contract "Proposal" Invoice is Paid, Overview and Sample
Contract and Profitability Alerts
- ★ ID768 - Worst Performing Contracts/Customers Overview & Sample
- ID558 - Contract Billing Admin Report Overview & Sample
- ID136 - Ensuring servicing dealer charges rates per ITT contract Overview (In Development)
- ID662 - Inactive or Terminated Contracts with Accrual Balances, Overview and Sample
- ID11 - Branch Assignment Does Not Match (in Development)
- ID777 - NotifyIfContractMiscChargeType VariableW < (VariableX% * Base), Overview and Sample
Customer, Contact or Employee Record Alerts
- ID105 - Active Customer Record with Inactive Parent or Bill To, Overview & Sample
- ID221 - eAutomate Users not set up correctly Overview & Sample
- ID305 - Validate Email Address Field on all Contact Records Overview & Sample
- ID444 - List of Contacts Created Sent to Designated User Assigned to Review Duplicates in E-Auto - Overview and Sample
- ID464 - Deactivated Employees Attached to any Record (In Development)
- ID479 - Deactivate Contacts, Overview and Sample
eAgent
eInfo Alerts
Equipment Alerts
- ID120 - FMAudit Accounts not linked to E-Automate or CRM System - Overview and Sample
- ID131 - Checks for FMAudit Accounts for an FMAudit Equipment Record in eAutomate running FMAudit Onsite Overview
- ID157 - Mark EquipmentRecords Inactive Overview
- ID194 - Accessories Sold today not assigned to Host, Overview and Sample
- ID287 - Host Equipment not in Inventory and no Technician Assigned, Overview and Sample
- ID290 - Equipment with Warranty Billcode (begins with VariableW ) past Warranty Date, Overview and Sample
Finance & GL Alerts
- ID144 - Daily Flash Report for AR Invoices AP Invoices POs created Mtd Ytd by user, Overview and Sample
- ID338 - GL Account Number Audit Log, Overview & Sample
- ID368 - Alert on Future/Post Dated AP/AR Invoices or AR Receipts - Overview and Sample
- ID481 - GL Entry Posted where the DatePeriod <> to FiscalPeriod, Summary and Overview
- ID491 - Monitoring Item Records for Inventory Code Change, Overview and Sample
- ID495 - Inventory Adjustment made over certain $ amount, Overview & Sample
Inventory & Purchasing Alerts
- ID575 - Alert on Transfer Activity in/out of specified Bin(s) in VariableW, Overview and Sample
- ID277 - Send email pdf of Drop shipped PO, Overview and Sample
- ID814 - RMA Created for Specific Branch Numbers, Overview & Sample
- ID331 - Call Cancelled with items on the Materials Section (parts), Overview and Sample
- ID827 - Equipment Cover Sheet SSRS Overview & Sample
- ID922 - Related Items Overview & Sample
Lease Alerts
- ID177/ID297 - Return to Lease Reports Overview & Prerequisites
- ID381 - On Hold with Leasing Company, Overview & Sample
- ID420/ID421/ID422 - Lease Returns Overview
- ID519 - Ensuring new leases get entered in eAutomate Overview & Sample
- ID523 - Lease Expiration Notification W Days before Expiration, Overview & Sample
- ID64 - Preview of Lease Information for Admin to Ensure Accuracy Overview & Sample
Meter and Meter Collection Alerts
- ID197 - Meter Reading created today > W% of Previous Reading Overview & Sample
- ID378 - Alert if new meter reading display is > 0 but actual is zero, Overview and Sample
- ID620 - Changes to DCA-monitored Contracts, Customers and Equipment (Printfleet, FMAudit, Fleetview, etc)
- ID404 - Alert Customer On New Meters From Specified Source, Overview and Sample
- ID130 - Checks for FMAudit accounts to be linked to Eauto or Saleslogix , Overview and Sample
- ID239 - List of Contracts Meters Next Overage Billing for specific contracts within W days, Overview and Sample
Sales and Sales Order Alerts
- ID245 - Sales Rep Email and/or Manager Assignment Missing Overview & Sample
- ID742 - Convert Sales Quotes to Sales Orders while fixing missing data
- ID567 example with Kofax Power PDF
- ID530/ID531 - UPS/FedEx Integration set up for ECi Hosted Clients
- ID875 - Possible Duplicate Shipment Notification - Billable Orders (Clone of ID215)
- ID854 - To notify customers when a service call is Opened/Dispatched/Closed/Canceled/Invoiced
Sales Rep or Sales Management Alerts
- ID946 - Prospects that fit your Ideal Customer Profile (In Development)
- Salesforce / Sailor Group Connection - ID258
- ID262 - New Account Created in Saleslogix, Overview and Sample
- ID585 - Service Calls on Hold for Sales, Overview and Sample
- ID429 - List of Territory / Zip Code Assignments, Overview and Sample
- ID58 - HP CDM Weekly qualified sales report , Overview & Sample
Service Alerts
- ★ ID181 - Notify Customers Open, Dispatch, Closed Calls, Overview & Sample
- ConnectWise Mange sync to eAuto - Sales orders & tickets
- ID967 - PO Status Details to Tech Overview & Sample
- ID923 - Page Four Report Details
- ID923 - Page Three Report Details
- ID923 - Page Two Report Details
Survey & Survey Related Alerts
- Surveys integrated in to other processes
- NPS Widgets
- Increasing Survey Responses
- ID230 - Push NPS Scores to Site Overview & Sample
- ID524, ID525, ID526, ID527 and ID528 - Cloned ID109 for branches/divisions etc.
- ID860 Emails you the Customers answers in a PDF attachment for a Compass Survey, Overview & Sample
System Alerts
- ID191 - Juice Mail Processing Heartbeat, Overview and Sample
- ID879 CEOJuice Website Subscription Changes, Overview & Sample
- ID828 - Using Multiple eAuto Licenses (Same User Logged in Multiple Times) - Overview and Sample
- ID700 - Juice Background Tables (JBT)
- ID78 - Monthly List of Alerts your Company is Subscribed to
- ID708 - SSRS Reports User Rights