Automatic communication by action

Owned by Guillaume Marinier-Piché (Unlicensed)
Last updated: Jun 02, 2020 by Liam Bigras (Unlicensed)
1 min read

Several automatic triggers make it possible to send predefined emails based upon actions taken on production tasks.

You can configure the details of the automatic communication :

Trigger communication : You can decide when to send the communication. Here is the list of available options :

  • Triggering of the task : The communication is sent when the task is created in the WO.

  • Beginning of the punch : The communication is sent when an employee punches in on the task.

  • Closing the task : The communication is sent when an employee closes the task.

  • Due date of the task : The communication is sent when the task reaches the scheduled due date in the WO’s Processor tab.

Recipient of the communication : The tasks destination.

Here are the available choices :

  • Customer : The customer of the tasks WO.

  • Salesperson : The salesperson of the tasks WO.

  • Representative : The representative of the tasks WO.

  • Employee : The employee directly assigned to the task. If there is none, this option is not displayed.

Type of communication : You can choose the type of communication you want to send.

Predefined message : You can create and use predefined messages to send your communication.

 

 

 

 

 

 

 

 

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