AyaNova service management & work order software
AyaNova Support Forum
Home       Members    Calendar    Who's On
Welcome Guest ( Login | Register )
        



Client notified of workorder status Expand / Collapse
Author
Message
Posted 2/28/2007 8:52:16 AM
AyaNova Sales & Support

AyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & Support

Group: Administrators
Last Login: Yesterday @ 4:59:45 PM
Posts: 1,868, Visits: 4,328
Let's say a particular client wants to be notified via email when a workorder is closed so they can check it out via WBI. At this time, clients themselves can not subscribe to notifications, so here is an excellent work-around that was suggested by Marc Bellack of Computer Renaissance who uses AyaNova to manage their service.

Let's say the client's name is ABC Accounting.

Create a Workorder Status called ABC Accounting's Workorder Closed

In your <Username> navigation pane where you subscribe to notifications, do the following:

  1. Create a new subscription and select Workorder 'Status' changed
  2. Select the ABC Accounting's Workorder Closed status
  3. Add Delivery Method
  4. Make a new Delivery Method that actually has the client's email address - labeled it with a name so that it is identified as for that client's email address and easy to select
  5. Select this delivery method
  6. Save

Now when the Workorder Status "ABC Accounting's Workorder Closed" status is selected, this client's email address will be notified that workorder XX for client ABC Accounting status has been changed - so that the client now will log in via WBI, select that workorder number, and view the details on it.

Do note that this of course requires that you do not select the status 'ABC Accounting's Workorder Closed" if the workorder is not for ABC Accounting.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2831
« Prev Topic | Next Topic »


Reading This Topic Expand / Collapse
Active Users: 0 (0 guests, 0 members, 0 anonymous members)
No members currently viewing this topic.
Forum Moderators: AyaNova Sales & Support

Permissions Expand / Collapse

All times are GMT -8:00, Time now is 6:42am

Powered by InstantForum.NET v4.1.4 © 2008
Execution: 0.031. 10 queries. Compression Disabled.