Use Client Notifications to easily set so that every client of a specific region so indicated will receive a certain Active email notification based on a service workorder event that occurs:
| • | CSR Accepted - Client of that region receives an email when a Customer Service Request has been received |
| • | CSR Rejected - Client of that region receives an email when a Customer Service Request is rejected |
| • | New WO - Client of that region receives an email when a new workorder is created for that client |
| • | WO Status Changed - Client of that region receives an email when the Workorder Status is set to the selected workorder status in a workorder |
| • | WO Closed - Client of that region receives an email when a Workorder has been Closed, email can also include a workorder report |
| • | WO Follow Up - Client of that region receives a follow up email the set number of days after a workorder has been Closed |
Send Client Notifications tab:
Active
For any client notifications set up for this region to occur, the Active field for Send Client Notifications must be check-marked
Reply To Email Address
Enter a valid email address as this will be entered for you in the Reply To of the email that your client receives.
AyaNova WBI URL Address
If you use WBI for clients to request service, enter the valid URL here as it is a tag available for the email message for each client notification
See also:
Using the Client Notification email tags to edit what is sent in the email to the client
NOTE: the following all must be set up for email notifications to clients to occur:
| 1. | The Notifications settings in Global Settings must be correct, and you have saved, exited out and logged back in. |
| 2. | The Generator must be running. |
| 3. | The Send Client Notifications Active field is check-marked |
| 4. | The Active field for the specific client notification is check-marked |
| 5. | The specific Region the client notification setup is for is also selected in the client's entry screen |
| 6. | The Send Client Notifications in the client's entry screen is check-marked |
| 7. | There must be a valid email address in the client's entry screen for a notification to occur |
NOTE the following:
| • | Delivery method is always via email |
| • | Delivery is always right away |
| • | Events apply to all workorders of clients for that region - you can not specify client notification to occur for some workorders and not others |
| • | You do not have to have purchased WBI for Client Notifications to occur |
| • | Client notifications are for clients only - notifications are not sent to Head Offices |
| • | Report attachments default always to PDF |
| • | The notification is always deleted after it is handed over to be sent. Check your Notification Deliveries grid in the Administration navigation pane to see if the client notification was sent. If there was an error (i.e. there is an invalid email address for the client, or your SMTP settings in Global Settings are incorrect etc) do note that the notification will have already been deleted and can not be resent. |