SIMPLer Features‎ > ‎Features Index‎ > ‎

2019-2Q: SIMPLer: Custom Fields Notification

A new feature has been added to allow Operator to send a notification based on the custom field. For example if a custom field is a date you can configure the notification to be send out X days before that date notifying about the customer ID and their date

To make use of this feature:

    1. Go to Settings -> Cronjobs

Fig. 1. Settings-> Cronjobs

    2. Click "Add Blank Row" and from the list select "Custom Field Notifications"


Fig. 2. Custom Field Notification



     3. There are two fields:

        - Email - insert email address to receive notification
        - Configuration - field to configure the notification

        The configuration field accepts the following format:
        <custom_field_id>,<email_type>,<number_of_days>,<notify_salesman>,

        where:
       
        <custom_field_id>     - ID of a custom field (can be found under Settings -> Custom Fields)
        <email_type>            - name of email type to be configured under Settings -> Modify WISP -> Operator Emails section
         <number_of_days>    - number of days before the DATE if custom field is of type "date". If DATE falls in into specified period the custom field with its customer ID will be included in the email
        <notify_salesman>     - this should be 0 or 1. If it is set to "1" and customer has a sales team member assigned, then sales team member will get a notification as well.

        Example configuration:
        123,expiry_date_notification,90,1

    4. You need to configure email type under Modify WISP -> Operator Emails that matches the <email_type>
        Available variables are:
            %CUSTOM_FIELD_AVAILABILITY% - display name of custom field availability (customers, site, products etc)
            %CUSTOM_FIELD_LABEL% - display name of custom field, eg "Expiration Date"
            %QUERY RESULT% - see Fig. 5. below
            %EMAIl_FOOTER% - operator email footer
        



Fig. 4. Set up email type

Fig. 5. Example of Email








Useful link to Operator Emails configuration
https://sites.google.com/a/azotel.com/wiki/simpler-features/frequently-asked-questions/how-to-change-default-email-text


Published Date: [enter current date]


Change History Log:
[enter revision date]




Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance. 

Comments