If you wish to locate a job based on a notification sent to a customer:
1. From the Services menu, select Notifications ► Find. The Notifications Criteria window will appear.
Fields and options in the Notifications Criteria window include:
|
Customer |
Returns job records containing notifications sent to a customer specified using the Customer Find filter. |
|
Notification Created |
Returns job records containing notifications created in the specified date range. |
|
Notification Completed |
Returns job records containing notifications completed in the specified date range. |
|
Notification Type |
Returns job records containing notifications of a specified type such as email or text message. |
|
Store |
Returns job records containing notifications created at the specified store. |
|
Only Completed Notifications |
Returns jobs for which a notification was successfully sent. |
|
Services |
Returns job records containing notifications pertaining to a particular appraisal, repair/custom job, or special order. For each of these categories, you can do a job find to narrow the results further. |
2. Complete the fields as desired and select OK. The Notifications Matching list view will appear. Work with the jobs as needed.