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ID764
Send Service Report to Ship In Dealer
Output Type: Email

This alert was built to send a pdf of the most recent closed call for a piece of equipment where you have specified a Dealership equipment custom properties (attribute name in VariableW) and a service contact for that dealerships customer record in custom properties (attribute name in variableX). It includes open/dispatch/closed dates and times, parts used, repair and problem codes, service remarks and meter reads. The request was to give you the option to send the closed call details to a fellow dealership for whom you are servicing on their behalf for one of their customers. ID471 is similar but includes far less details. ID460 Subscription Required!!!! Note that this alert defaults to use the same Custom Props as ID471, on the theory that you are using one or the other. If using both, create new Custom Properties for ID764.

Related Alerts
ID # Description Notes Required
ID471 Send Service Invoice to Ship In Dealer This alert sends a pdf of the closed call ticket with part details. ID764 sends a snap shot of the most recent closed call from the equipments history that includes open/dispatch/closed call dates and times, problem codes and repair codes, ticket remarks and meter reads. No
ID460 To identify for CEOJuice Analysis the attribute name of custom property for ShipIn ShipOut equipments REQUIRED to set the custom properties used by 764 Yes
ID195 ITT Equipment Changes, from Selling to Servicing Dealer No
ID594 Sales/Service messages for ITT Ship Out Equipment No

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