ID371

Send List of Open Delivery Calls to Associated Sales Rep using Jobs

Output Type: Email

For any clients who use the dispatch module for deliveries and pickup of equipment. This alert will send the list of the calls to each salesrep based upon the JOB you setup for that sales rep. 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 (IR) to those calltypes so that our alerts & e-automates 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 off all calls Pending 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. You also must create a job for each sales rep and assign the rep to that job and then use that JOB on all calls for that sales rep. For full functionality, input the Sales Order number in the PO number field on the service call.

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