This alert checks for new service calls that are opened for equipment with a status specified in Variable W. In order to set a status on the equipment, you must be using Equipment History Tracking in e-automate. The alert is intended to monitor for calls where the equipment is newly installed or on demo so that any service issues can be promptly addressed. The alert will be sent to those set in the To and CC fields of the subscriptions. You can also set the alert to send to the technician or the technician manager, the sales rep, or the sales rep manager.
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 |
ID309 | Active In-Stock Equipment that does not have a Status OR Condition assigned | No | |
ID566 | Equipment in Specified Status Longer than X days | No | |
ID176 | Call Opened/Closed alert on New Equipment within X Days of Install | No |
Juice Agent - Powered by GPT4 and augmented with everything we know