Case Notes Communication Alerts |
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Case Notes Communication Alerts |
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Case Notes Communication Alerts |
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Case Notes Communication Alerts |
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Usage:
Located in the call notes form, a new checkbox option has been added called Share with Customer. When adding calls or notes attached to a case, you may check this box for the customer to automatically receive the contents of the new notes that were added. This option requires adding the email template for Case Communication Alert. A sample template is found under the system templates folder. Users must be aware that only notes that been associated with cases are sent to the customer.
How do I activate the Customer Case Communication Alerts?
There are several steps that must be taken before the alerts system is activated.
➢Navigate to Marketing page from the left Panel ➢Click on the Email Templates ➢Expand the System Templates > Alerts folder ➢Open Customer Case Communication.eml
Email Templates ➢Make any necessary edits Warning: This template contains several merge fields and altering the template may result in malformed email. You may change the logo, fonts, color, and text label but do NOT change the tables or any of the merge fields. Warning: The e-mail templates found under System Templates will be replaced or updated during future upgrades. When using these templates, please create your own with a different name.
There are 2 ways to make your own template. 1. Rename Option: ➢ Simply right click on the template that you would like to customize and rename it to something else. For example, if the template is called Daily Alerts, you can rename it to My Daily Alert. 2. Copy the template: ➢Create a new folder or point to an existing folder. ➢Click on ➢Select the Folder, give your template a name. You can Rename or make a Copy. ➢Follow the instructions to assign this newly created template to your Lab. |
➢Navigate to File > Global Settings > Laboratory List > Laboratories.
Laboratories ➢Edit the Lab for which you plan to activate the Case Communication Alert ➢Click on the Lab Templates tab
Laboratories >Alert Templates ➢If the list is blank, click Add ➢Select the template found in Step 1
Add Template ➢Click Save |
➢Navigate to File > Settings > Global > Alerts and Notifications ➢Check the box to Enable Alerts ➢Fill in the “From Address Field” with your Lab's email address
Enable Alerts ➢All other fields are optional and are not required for Alerts |
➢Click on Automated Services on the left Panel ➢Click Job Management ➢Find the Job named Case Notes Communication
Job Management ➢Double Click to open and edit the selected job ➢Check the box for “This Job is Active” ➢The schedule set for the selected job may be changed to a different time or frequency if desired
Edit Automation Server Job ➢Click OK to Save The case Notes Communication alerts are now setup and you may proceed to activate for the customers desired to receive them. |
Quick Tip: Before setting up any automations, be sure to activate a test account, wait for the end of day or right click on the Job, click "Run Now" to receive the email and to make sure it looks correct before activating the feature for all of your customers.
