Common tables / views / props - Daily Housekeeping Tasks
ID # | Description | Notes | Required |
---|---|---|---|
ID56 | New OnHold for Parts (WP/BadSync ) call just created | Yes | |
ID770 | Power BI Financial Insights Report | Required CEO Juice background tables | Yes |
ID800 | Email Past Due notice and copy of Invoice to your clients | Yes | |
ID683 | MIF Sales Opportunity Value | Yes | |
ID101 | Excessive Service Calls or CallBacks | Yes | |
ID305 | Validate Email Address Field on all Contact Records | Yes | |
ID840 | Service Call Assigned to Unavailable Technician | Yes | |
ID815 | If This Then That (IFTTT) | Yes | |
ID438 | Housekeeping for Sales Order Statuses (In Development) | ID947 must be running for ID438 to pick up these status changes | No |
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