ID176
Call Opened/Closed alert on New Equipment within X Days of Install
Output Type: Email
The experience of your customers within the first few days is critical to setting the tone of the relationship for the next year or so. A service call on brand new equipment is not good but often it's not that there was a service call, but how quickly did you respond and what actions you take to make it right. This alert notifies when a new call is opened within X days of install. When the call is closed, we notify again. Note that this alert only triggers on Corrective Maintenance (CM) and Preventative Maintenance (PM) calls, the idea being that you don't want to know about follow-up install or network service calls but just want to be advised if the equipment breaks. Note that ToRep in this case sends to the last rep to sell the equipment in question, the alert does NOT look to Customer or Contract Record settings as it looks at the SalesOrder for SalesRep assigned.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID35 | Ensure new customer is not billed for supplies/service | No | |
| ID47 | Ensure contracts are set up timely for new customer + install bill code updated | No | |
| ID100 | New Call opened for equipment that has a status of Demo | No | |
| ID155 | Call Closed for Contract Inspection / Termination / Collect Toner | No | |
| ID166 | To Notify Sale Rep when a call is opened/closed for a particular customer/equipment | No | |
| ID214 | Install/Pickup CallType Category Calls closed | No | |
| ID561 | New Call Opened for Equipment Still Under Warranty | No | |
| ID656 | Call Opened of Call Type Category OR Call Type OR Priority OR Bill Code OR SLA Code | No |