CustomerInteractionFollowUpAlert

Use this event handler to automatically notify mobile users when a customer interaction has a follow-up date equal to the current date. To receive this alert, mobile users must subscribe to CustomerInteractionFollowUpAlert. The notification will be an external email and a message sent to the CloudSuite Business Inbox form.

This is the text of the notification that is sent:

To: sluser
Subject: Customer Interaction Follow-Up Alert
Body: Follow-Up is due for the company company_name interaction with topic topic_description and interaction date interaction_date on current_date.

The email body contains all customer interactions where PublicationSubscriber.KeyValue = CustNum that have a Follow-Up Date equal to the current date and that have an Active status. The message body capacity is about 4,000 characters, roughly 40 lines. If the message body exceeds 4,000 characters, another email is created for all other opportunities that did not fit in the first message.

Variable Information

Variable	Description
sluser	The mobile user who subscribes to this alert. The user's primary email address (from the Users form) is used.
company_name	The name of the company for which followup is due.
topic_description	The description of the topic for which followup is due.
interaction_date	The date on which the previous interaction occurred.
current_date	The current date, which is the due date for followup.

Associated Event and IDO

The event CustomerInteractionFollow-UpAlert for the SLInteractions IDO triggers this notification when the current date equals the due date for the interaction. This alert should run on scheduled basis. It fires at 9 am by default and can be scheduled to run through the event trigger.