The event triggers are automatically created for the company after testing the connection and are based on the CDC table views. These notifications can be enabled or disabled based on the customer's communication requirements. You can send the email notification in Schedule from the appointment window or by right-clicking the appointment and then choosing Notify Customer. Only users with Advanced Communications can send out HTML emails.
There 10 are 9 default standard triggers that are created during the installation:
- Appointment-AppointmentCancelledAppointmentCanceled
- Appointment-AppointmentCreatedAndScheduled
- Appointment-AppointmentReassigned
- Appointment-AppointmentRescheduled
- Appointment-AppointmentScheduled
- Appointment-TechnicianArrived
- Appointment-TechnicianCheckedOut
- ServiceCall-ServiceCallCreated-2016+ - Email that is sent to the your customer if they are using Signature 2016 or higher when a service call is created.
- ServiceCall-ServiceCallCreatedByESMSEmailServiceCallCreatedByEmail-2016+ - Email that your customers are sent when after a service call is created from an email request from your customer.
Standard event trigger notifications are set up within two applications:
- Signature Agent Configuration contains the event notification setup. See Completing Signature Agent Configuration.
- Schedule contains the technician information including the technician/customer email address. For more information, see Setting up Technicians in Schedule.
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