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v) Customer Note Objects

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    'Customer Note Objects' use Tickets associated with a Customer from which information is pulled for the message. Select the specific appointment to address the item found in the Ticket.



    Here is what was entered into the SecurityTrax Message Editor to create the sample above:

    Dear %%[customer_note][getCustomerFlname]%%,

    Regarding your account %%[customer_note][getCustomerAccountNumber]%%, we'd like to hear if %%[customer_note][getTicketTypeName]%% was completed as expected. We value your input and look forward to hearing from you.

    Sincerely,

    Customer Service Department
    Triple A Security

    Note the proper format when using Objects and Fields. Begin with two percentage symbols %% followed by the Object Type [customer_note followed by the desired Field [getUserFlname] in this case, then end with two more percentage symbols %%.

    The table below contaings the Fields available for Sale Schedule Objects:

    ITEM

    FIELD NAME

    DEFINITION

    SAMPLE (where applicable)

    1e

    [getID]

    The SecurityTrax ID of the customer note

    2e

    [getSubject]

    The subject of the customer note

    3e

    [getNeeds_tech_schedule]

    A boolean value that indicates whether the customer note is tied to an appointment

    4e

    [getNoteTypeName]

    The name for the type of customer note

    5e

    [getNote]

    The body information of the customer note

    6e

    [getAssignedToName]

    The first and last name of the user who is assigned to the customer note ticket

    7e

    [getTicketTypeName]

    The name for the ticket type if the customer note is a ticket

    8e

    [getCustomerLeadCompanyID]

    The partner company's SecurityTrax ID tied to the customer on the customer note

    9e

    [getTechScheduleAppointmentTypeName]

    The name of the appointment tied to the customer note's service type

    10e

    [getAdt_work_order_number]

    The ADT Work Order number that is associated with the customer note

    11e

    [getCustomerFlname]

    The customer note's customer's first and last name

    12e

    [getCustomerAccountNumber]

    The customer note's customer's account number

    13e

    [getCustomerAccountType]

    The customer note's customer's account type name

    14e

    [getTicketFollowUpDatetimeNotificationsFormat]

    The customer note's 'Follow Up Date' date and time

    15e

    [getCustomerID]

    The SecurityTrax ID of the customer tied to the customer note