Alert ID Information
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General
- ID30 - Supplies Network API Integration
- ID29 - FMAudit API Integration:
- ID32 - Sharp API Integration:
- ID709 - APP Security Settings by User Overview & Sample:
- ID570 Note History Reporting, Overview & Sample:
- ID568 - eAuto User Activity Trends (eView or Power BI) Overview & Sample:
Accounts Payable Alerts
- ID930 - Never pay 2 vendors for same ITT contract Overview & Sample (In Development):
- ID85 - Special Pricing App:
- ID71 - 1099 Vendors Missing Required Information, Overview & Sample:
- ID614 - AP Checks Created Today Posi-Pay submission attachment, Overview & Sample:
- ID646 - Alert when AP Payment for Specified Method (CH = check CA = Cash or ACH) is created, Overview & Sample:
- ID83 - AP New Vendor Created in E-Automate, Overview & Sample
Accounts Receivable alerts
- ID669 - ACH approval (NMI/Paya)
- ID861 - Outsourced Invoice Mailing Overview:
- ID669 - Online Payments Overview & Sample:
- ID366 - Invoice Renumbering
- ID231 - Credit Card/ACH Charge Method Set, but Missing Credit Card/ACH Info on File Overview & Sample
- ID41 - AR Customers eView (In Development)
Contract and Profitability Alerts
- ★ ID768 - Worst Performing Contracts/Customers Overview & Sample:
- ID878 - Contract Surcharges to cover increased cost of Service Calls
- ID195 - ITT Terminated Equipment (In Development)
- ID703 - Contract Import Utility for Cloud Based Telephony Services Overview & Sample
- ID824 - Contract Termination Date vs Lease Termination Date Overview & Sample
- ID558 - Contract Billing Admin Report, Overview & 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
- ID479 - Deactivate Contacts, Overview and Sample
- ID735 - Duplicate Contact Records Overview & Sample
eAgent
eInfo Alerts
- ID117 - New e-info Order Entered Online Overview & Sample
- ID175 - eInfo Permissions Audit Overview:
- ID465 - Notify when a Change Order (EQ move) is entered via Einfo Overview & Sample
- ID493 - Alert if new eInfo Quote Created where Sales Message Exists on Customer or Equipment Overview & Sample
- ID533 - Auto Invite to eInfo Overview & Sample
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 Equipment Records Inactive Overview & Sample
- 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
- ID40 - Budgets Import Utility Overview & Sample:
- ID481 - GL Entry Posted where the DatePeriod <> to FiscalPeriod, Summary and Overview
- ID491 - Monitoring Item Records for Inventory Code Change, Overview and Sample
Inventory & Purchasing Alerts
- ID436 - Brother VPP Report (In Development)
- ID757 - Confirmation of Inventory Request Placed Overview & Sample
- ID620 - HP Amplify MIF Report Overview & Sample:
- ID73 - HP Amplify Inventory Report Overview & Sample:
- ID152 - Sales Orders with/without Linked Purchase Order eView Overview & Sample
- ID769 - HP Amplify Transactional and Managed Sales Report 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
- ID569 - Meter Trend Analysis eView Overview & Sample
- 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
- 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
- ID652 - DCA Direct Order Enhancement Overview & Sample:
- ID946 - Send Weekly Summary of Supply Shipment Email with tracking Details to the Equipment Shipping Contact Overview & Sample:
- Equipment Orders from CRM to eAuto
- ID503 - ShipStation Parcel & Freight Shipments Overview & Sample:
- ID247 - Supplies Network PIP configuration and alerting on newly created items from the PIP for this process Overview & Set Up
- ID634 - Sales Order Import Utility Overview & Sample
Sales Rep or Sales Management Alerts
- ID259 - HubSpot Quarterly Business Review Overview & Sample:
- ID978 - HubSpot and eAuto Integration Overview & Sample:
- ID589 -Advise Sales Rep Invoice Paid or Credited Overview & Sample
- Salesforce / Sailor Group Connection - ID258
- ID262 - New Account Created in Saleslogix, Overview and Sample
- ID585 - Service Calls on Hold for Sales, Overview and Sample
Service Alerts
- ★ ID181 - Notify Customers Open, Dispatch, Closed Calls Overview & Sample:
- ID242 - Switch Call Type to Meet Activity Type Overview & Sample (In Development)
- ID38 and ID39 - Call Dispatched (Not Arrived) Between W & X Hours - First and Second Escalation Overview & Sample
- ID489 - Calls of Specified Call Type Still Open after Specified Hours for Designated Customer Overview & Sample
- ID16 - Dispatched/OnSite After Hours - Escalated to Manager Overview & Sample:
- ID654 - Call Placed On Hold Awaiting Customer Reply Overview & Sample
Survey & Survey Related Alerts
- ID102 - NPS Awards:
- Surveys integrated in to other processes
- 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
- ID577 CRM/3rd Party Report Requests Overview & Sample:
- 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 & Sample
- ID700 - Juice Background Tables (JBT)
- ID78 - Monthly List of Alerts your Company is Subscribed to