Create or edit a trigger for Work Order, Call Center (called Service Request in the dropdown) or Service Request (called SR-Service Request in the dropdown) entities that would initiate the generation of the Customer Survey.
-
Work Order Entity Triggers will initiate a Customer Survey based on Status Triggers to the E-mail defined in Email Source:
-
Assigned To
-
Created By
-
Reported By
-
Supplier
-
Guest Email (Hospitality WO only)
-
-
Call Center Entity Triggers will initiate a Customer Survey based on Status Triggers to the E-mail defined in Email Source:
-
Assigned To
-
Primary Email
-
Request Taken By
-
Secondary Email
-
Supplier
-
-
Service Request Entity Triggers will initiate a Customer Survey based on Status Triggers to the E-mail defined in Email Source:
-
Requestor E-mail
-
Contact E-mail
-
Assigned To
-
Created By
-
Caller ID
-
