ID570
Note History Reporting
Output Type: Email & SSRS Report
This is a report on specific note types that indicate an activity you would like to monitor / trend. This alert is cloneable so you are able to setup different subscriptions for different note types. i.e. you can group AR related note types in one subscription and Service related note types in another cloned subscription. This way you are seeing trends for note types that relate to the same type of activity. For example:This process is a response to our client's customers looking for relief from contract billing due to COVID-19. This process will allow you to track who has asked for relief; who has been given a break. We plan to roll out a separate process to notify the sales person as they often need to be involved in negotiations, plus show what Key Service (ID789) that customer is using or not. Perhaps instead of giving them all the relief they request, you allow them to transfer some revenue to something like a managed IT Contract they can use now.
