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ID100
New Call opened for equipment that has a status of Demo
Output Type: Email

When a machine goes out on demo, then it's obvious that any service issues be addressed immediately. This alert works if you are using the equipment history tracking process of e-automate and changing the status of equipment going out on demo to a status code that contains the word demo for example. So when new calls arrive this alert will check the equipment status on the call. if the status had the word demo in it then the alert will be send to the email addresses you enter in the To/CC fields. If you want the Tech notified with this special notification then put the word Technician in the Toaddress1 field. If you want the salesrep notified, then we need to speak with you in person in order to know how we can extract the salesrep on the account from eautomate/saleslogix/Soaring/Compass/MSCRM/Act etc. 

Related Alerts
ID # Description Notes Required
ID320 Where do you keep sales rep info, CRM or eAuto Needs this table for salesrep mappings to send alert to salesrep No
ID176 Call Opened/Closed alert on New Equipment within X Days of Install No

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