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vi) Customer At Risk Objects

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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 At Risk Objects' reference Customers who haven't paid their monitoring bills.

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

    Dear %%[customer_at_risk][getCustomerFlname]%%,

    We have yet to receive %%[customer_at_risk][getAmountOwedFormatted]%% for your security and home automation system.

    Please remit payment as soon as possible to avoid distruptions in your service.

    Sincerely,

    Accounting Department
    Triple A Security

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

    The table below contaings the Fields available for Customer At Risk Objects:

    ITEM

    FIELD NAME

    DEFINITION

    SAMPLE (where applicable)

    1d

    [getCustomerFlname]

    The first and last name of the customer that is 'at risk'

    2d

    [getAmountOwedFormatted]

    The amount that the customer owes

    3d

    [getAmountCollectedFormatted]

    The amount collected from the customer

    4d

    [getAmountCreditedFormatted]

    The amount credited to the customer

    5d

    [getCustomerAtRiskReasonName]

    The description of the reason the customer is 'at risk'

    6d

    [getCustomerAtRiskResolutionName]

    The description of the resolution for the customer that is 'at risk'

    7d

    [getReasonCauseName]

    The description of the cause for the reason the customer is 'at risk'

    8d

    [getAssignedToUserFlname]

    The first and last name of the sales rep of the customer that is 'at risk'