Sends an e-mail advising that calls of Call Type CATEGORY 'Install / Pickup' have been closed. Many clients use the dispatch module for deliveries and pickup of equipment. If you are using dispatch in this way, you should have certain CallTypes setup for the different delivery/pickup options (Install...Demo Install...Pickup Return To Lease..etc). Whatever calltypes you setup to use for your deliveries, you MUST be sure that you assign the Category Install/Pickup to those calltypes so that our alerts & eAutomate reports know that calls assigned to those calltypes should not impact response times and can be filtered out of service metric reports. This alert will trigger on all calls assigned to a calltype that is in turn assigned to the Install/Pickup calltype category. You can check this by editing your Call Types from List and Codes / Call types.
ID # | Description | Notes | Required |
---|---|---|---|
ID266 | Notify Sales of Service Call Status by Call Type (or for ALL Install Category Types) | No | |
ID656 | Call Opened of Call Type Category OR Call Type OR Priority OR Bill Code OR SLA Code | No | |
ID176 | Call Opened/Closed alert on New Equipment within X Days of Install | No | |
ID507 | Alert to advise Call Completed | No | |
ID155 | Call Closed for Contract Inspection / Termination Call Type | No |
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