Call Log Update Notification Email Merge Fields
Jul/22/2010
Tradepoint Enterprise now supports automatic email notifications being sent
of all category, status and Conversation updates.
The first step in configuring automatic call log updates is to go into your
Email Templates section under tools and create a new email template as you would
any other. You can use merge fields listed below within this email template to
indicate special fields for the email that will be generated:
| Placeholder Value |
Description |
| {customer.name} |
The full name of the
customer. |
| {customer.accountno} |
The customer's account
number. |
| {customer.name.salutation} |
The salutation of the
customer's name. |
| {customer.name.first} |
The customer's first
name. |
| {customer.name.middle} |
The customer's middle
initial. |
| {customer.name.last} |
The customer's last
name. |
| {customer.name.suffix} |
The suffix of the customer's
name. |
| ** If
the customer is not an individual, then the last name will be the complete
name and the other replacement tags will be replaced with nothing. The tag
{customer.name} will always return the complete name ** |
| {customer.phone} |
The customer's primary
phone. |
| {customer.email} |
The customer's email
address. |
| {customer.billingaddress} |
The customer's billing
address. |
| {customer.shippingaddress} |
The shipping address for the
customer used for the order. |
| {customer.shippingaddress.name} |
The shipping address
name. |
| {customer.shippingaddress.attentionto} |
The shipping address
attention to name. |
| {calllog.subject} |
The subject of the call
log |
| {callog.notes} |
The notes of the call
log |
| {calllog.closed |
Is thie call log marked as
complete |
| {calllog.assignedto} |
Who the call log is
currently assigned to |
| {calllog.result} |
The result or resolution to
the call log |
| {calllog.identifier} |
The Callog's File
# |
| {calllog.direction} |
The direction of the
communication |
| {calllog.priority} |
Call Log
Priority |
| {calllog.contactedby} |
How the contact was
contacted or contacted you |
| {calllog.id} |
The unique identifier of the
call log (for database purposes) |
| {calllog.status} |
The status of the call
log |
| {sender.name} |
The reseller's name if
available, else the Divisions name. |
| {sender.address} |
The reseller's address if
available, else the Divisions address. |
| {sender.phone} |
The reseller's primary phone
(including extension} if available, else the Divisions primary phone with
extension. |
| {sender.email} |
The reseller's email address
set for the template if available, else the email address
specified for the shipment status template in the Divisions
settings. |
| {StatusUpdate} |
The reason for this email.
(i.e. what changed in the call log) |
Once you have your template setup, the next step is to set your company
division to use this template. You can do so by going to Tools/Company
Setup/Your Company/Divisions/Your Division/Configuration and choosing the
template under the Call Log Template field. You'll also want to set the contact
us form email address to the email address that you wish these emails to come
from. Once this is done, click save and log out and log back in again.
Now that you have the system setup to use the right template, the next step
is to determine which call logs you want to have a notification set for. To do
so, go into the icon in the top left and click setup, then go into Contacts, and
then into Customers (or Resellers) and go to the call logs section, then
Categories. Each category will now have an option for "Send Notification". Check
this off for all categories of call logs that you wish a notification to be
sent.
Now when you create a call log or update a call log the system will
automatically send this notification with the information included using the
contact us form email address.