ID217

Custom Report for Customer/Equipment Record Sales and Service Messages

Output Type: Custom Report only

This is a custom report you can run directly from EA to show you all the Customer and Equipment Records that have Sales and/or Service Messages/Pop Ups on them. This can be used for periodic review to make sure that Messages are being deleted once they no longer apply (if marked to run indefinitely)or the dated to repeat until box is checked and set for the date that the message content no longer applies to that account. This report will display only active messages and show Customer Name, Customer Number, Equipment #, Frequency of Message and setting of the frequency (i.e. date to repeat until). It will also give you a brief summary of the message, showing subject line and as many characters of the message that can be displayed in the field.

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