Configuring Service Contract Notifications

 

You can configure notifications to be sent when service contract events occur such as record creation, a change to the duration of the contract, an incident or change is counted against the contract, a support representative makes a change in the Status field, or an expiration reminder is sent. These notifications are sent on the schedule of the Service Contract agent that is scheduled on the Service Contract Management | Agents tab in the Feature Basics screen.

In the Service Contract Basics  screen, you can select the default notification or a predefined custom notification; select  the Create New Create New icon and View/Edit Edit icon icons  to access the Custom Notifications screen to create one. Note that the recipients can include both support representatives and customers, and the default notification text is different for each.

In the Service Contract Template Configuration screen, use the Notifications tab to populate the Notification Events field in the Service Contract entry screen when the template is selected. The settings will override any defaults set via the Notifications tab in the Service Contract Basics Configuration screen.

Initial Save

Select the recipients and notifications to be sent when a service contract is initially saved.

Duration Change

Select the recipients and notifications to be sent when an entry is changed in the Duration fields for a service contract and the record is saved.

Contract Decremented

Select the recipients and notifications to be sent when time or an incident or change is counted against a service contract.

Status Change

Select the recipients and notifications to be sent when an entry is changed in the Status field for a service contract and the record is saved.

Expiration Reminder

Select the recipients and notifications to be sent when the contract is about to expire.