ID155

Call Closed for Contract Inspection / Termination Call Type

Output Type: Email

When taking equipment under contract that has not been covered under one of your contracts previously, it is typical to inspect the equipment first and bring it up to spec before the contract goes into effect. Conversely, when a customer terminates a contract, it's common to send a tech out for a final call to pick up any extra toner/supplies that might have been stockpiled by the customer. In both of these cases, the contract/supply dept needs to be notified so they can activate/deactivate the contract once the appropriate call type has been closed. Variable W is where you enter the call type for your Contract Inspection call(taking new equipment under contract), and Variable X is where you enter the call type for your Contract Termination call. The ToAddress information is typically your contract administrator(s), and we recommend that you have set up a mail group for your contract admins, or at a minimum for your admin billing department, and send these types of alerts to that group vs. hardcoding in specific users' names. This task will run at 5:30 pm for all calls for the selected call types for that day.

Links

Related Alerts