Service Manager - Notifications

Status Change Notification

This notification is sent out when the Status of a Service Ticket is changed and contains all the details linked to the Service Ticket. Users can preview and edit the Email addresses before sending. 

BOS Server Notifications

SM Notifications can also be sent from BOS Server. The Notifications will be sent according to Settings > Notifications which allows you to allocate Customer, Supplier and Staff Contacts to standard Notifications. 

SM Daily Internal Summary 

This notification is intended for internal use and includes the following:

• Summary of yesterday's Service Tickets, grouped by User 

• Summary of yesterday's Service Tickets, grouped by Assign To

• Detail of yesterday's Service Tickets

• Summary of Active Service Tickets, grouped by Assign to

SQL for setting up the Email Notification in BOS Server 

select

C.EMAIL_TO, 

C.EMAIL_CC,

C.EMAIL_BCC,

C.SUBJECT,

C.BODY 

from CSM_DAILY_SUMMARY C

SM Daily Customer Summary 

This notification includes the following bands:

• Detail of Active Service Tickets

SQL for setting up the Email Notification in BOS Server 

select

C.EMAIL_TO, 

C.EMAIL_CC,

C.EMAIL_BCC,

C.SUBJECT,

C.BODY 

from CSM_DAILY_CUS_SUMMARY C

Note: You only need to set up one email notification in BOS Server to send all the Customer Summaries.

Related Topics

• Reference: Edit Views

• Reference: List Views

• Reference: Overview & Settings

• Reference: Projects

• Reference: Reports

• Reference: Setups

• Reference: Timekeeping

• Tutorials: Assets

• Tutorials: Production Suggestions

• Tutorials: Timekeeping