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Name

Action Type

Description
Schedule Event OverdueSchedule Event Overdue

Enable to receive alert via

  • pop-up
  • email 

when a scheduled is overdue.

ServiceOrderLine Status ReceivedService Order Line Status - ReceivedEnable to receive alert when a service order line is received. This alert can be sent to technicians to indicate that service parts have arrived for service scheduling purposes.
Auto Increase Meter ChargesMeter Charge - Auto Increase??? 
ServiceOrder Due AlertsService Order - DueEnable to receive alert via pop-up and/or email when a service order is due.  
New Sale ShipmentSale Shipment - NewEnable to receive alert via pop-up and/or email when a new sale shipment is created.   
Purchase Order OverduePurchase Order - OverdueEnable to receive alert via pop-up and/or email when a purchase order is overdue.   
Sale Back Order OverdueSale Line - On Back OrderEnable to receive alert via pop-up and/or email when a sale back order is overdue.    
No Sales This Month for CustomerCard - No Sales This MonthEnable to receive alert via pop-up and/or email when there is no customer sales this month.     
Machine Nearing End DateMachine - Near End DateEnable to receive alert via pop-up and/or email when there is a machine nearing end date.  
Customer 120 Days Overdue Cards - Customer 120 Days Overdue Enable to receive alert via pop-up and/or email when customer payment is 120 days overdue.
Creditor Invoices Due Cards - Supplier Invoices Due Enable to receive alert via pop-up and/or email when supplier invoice is due. 
New Catalogue Catalogue Enable to receive alert via pop-up and/or email when a new catalogue is received. 
Case AssignedCase - AssignedEnable to receive alert via email when a Case is assigned to a user.
Sale Back Order FulfilledSale Back Order - FulfilledEnable to receive alert via email when a Sale Back Order is Fulfilled
Contract Nearing End DateContract Nearing End Date

Enable to receive alert via email a specified number of days prior to a contract expired date. Refer to Standard task schedule. 

 

 

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