ServeSuite

Utilities - Status Export

Modified: 2009/12/15 13:11 by Daisy Gallardo - Categorized as: Administration
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Purpose

To automatically email contacts their status updates nightly for ALL their work orders.

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Locations Used

Utilities

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Overview

During work order processing, status for work orders can be updated several times a day, depending on what progress is made with the work order. Your customer contacts can be emailed nightly with any status updates for all their work orders. To view a list of what will be sent with the next export, make the menu selection Administration⇒Utilities⇒Status Export from the navigation bar.

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Work Order Status to Export


Click on the EXPORT button to export the displayed data onto an Excel spreadsheet and email the appropriate contacts.

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