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Because the templates for Advanced Communications |
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In addition to the default standard triggers, Advanced Communications provides you the ability to notify the customer and/or technician when the following appointment triggers occur:
- Appointment Scheduled
- Appointment Changed
- Appointment Completed
- Appointment Canceled
- Service Call Request Received
- Technician Arrived
- Technician Dispatched
Advanced Communications is set up within two applications:
- Signature Agent Configuration contains the company information including the logos and accent color for the HTML email. For setup information, see Setting up Company Information in Signature Agent.
- Schedule contains the technician information including the technician's position, email address, and photo that is included in the HTML email. For more information, see Setting up Technicians in Schedule.
View or Edit Trigger Properties
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are prepopulated and cannot be edited, the Actions tab is not enabled in the Edit Event window. To see samples of the email templates, see Sample Advanced Communication Email Notifications. |
Viewing a Trigger's Properties
To view the properties for a trigger, select the trigger and the operations and trigger criteria display at the bottom of the window.
Enabling a Trigger
- To edit the trigger properties, select an event trigger and then select Properties.
- In the Edit Event window, the General tab displays the General Settings and Operations. For Advanced Communication triggers, these fields are display-only and cannot be edited, except for the Trigger Enabled checkbox.
- Trigger Name: Indicates that any time a service call is created, this event will be active.
- Trigger Type: Displays a list of active CDC tables.
- Event ID: Displays the name of the Event ID.
- Operations: Indicates that any time something deleted, inserted, and/or updated in the CDC table view, the trigger will activate. Depending on the trigger type, additional choices are available in the Operations section.
- The Trigger Enabled checkbox indicates that the trigger is in use.
- Select OK.
Editing Trigger Criteria
The Trigger
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Criteria tab is used to set up specific criteria that may need to be met for the trigger to activate
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- To edit the trigger properties, select an event trigger and then select Properties.
- Select the Trigger Criteria tab.
- Use the Values and Previous Values tabs and the formula buttons to create the trigger criteria. To enter the values necessary for the formulas, select the VAL button and enter the data.
- If you want to have your triggers automatically send notifications to your customers and technicians, you can edit the AC_Notify criteria value to 0. When the AC_Notify criteria is set to 1, the Notify button in Schedule needs to be selected to send the notification.
- Select OK.