CEO Juice

Major clean up to ID840/Service Call Assigned to Unavailable Technician! Best used to ensure you meet your SLA's. Notifies of Service Calls where tech assigned is marked as unavailable between when call is opened and its due time. Intention is to notify you the Due Time of the Service Call will not be achieved by this technician. Use this link to see more and to subscribe: https://bit.ly/3JNzl5Y

Bugfixes now complete and out for ID581/Advising Sales of their Customer's On Hold Status: VariableW defaults to CH On Hold Code when blank, Sales Rep assignment correctly looking at e-Auto or CRM, VariableY correctly looking at Customer Types. https://bit.ly/3xkU4uL

Major updates to an oldie, but a goodie to ensure you are effectively emailing your invoices to clients (no more snail mail 🐌)! Fixes to ID767/Missing AR Contact on Customer Record already in place for all of you already subscribed, expect some emailed results Tuesday. Bug fix so now correctly reports when AR Contact missing or missing valid email address, Added branch roles and branch filter VariableZ, Removed variable functionality considering if preferred contact method is phone on Contact Record as that has no effect on the auto emailing of invoices to AR Contact. Not subscribed? Be sure to get it going today: https://bit.ly/3TvTzW4

Exciting news for all ID114 (Active Contract with Bill Contract Checkbox Turned Off)! 🎉 Now you can enjoy new enhancements that offer even more flexibility and customization. With the addition of Variables 1-3, you can exclude specific criteria like Contract Number Prefix starting with... (say goodbye to those ConnectWise Contracts **CW). Plus, we've included email verbiage and contract last note and days outstanding to make your experience even smoother. Stay ahead of the game with these latest updates! 🚀https://bit.ly/3T74R36

🔧 Exciting News! 🔧

We have added a brand new functionality to our ID219/Closed Call Data Entry Issues system - the Custom Property function via Variable3! 🎉🎉 With this new feature, you now have the ability to determine which techs are considered and can be used in conjunction with cloning. 🤝💻

To learn more about this game-changing update and how to make the most out of it, make sure to check out the link below: 👇

🔗 https://bit.ly/3SvLMY0 🔗

Don't miss out on this opportunity to streamline your workflow and boost your team's efficiency. Get ready to take your data entry to the next level! 🚀💪

📣 Attention all ITT Equipment and Contract Managers! 🖥️💼

Struggling to keep up with the constant changes in your equipment and contracts? We've got you covered! Introducing ID195 - ITT Equipment Changes (from Selling to Servicing Dealer), the ultimate solution to simplify your life. 🙌

With ID195, you can automatically notifying your Servicing Dealer. 📝✉️ Say goodbye to the hassle of manual notifications and hello to seamless communication!

Ready to take control of your ITT Equipment? 🚀 Click the link below to get started today:
👉 https://bit.ly/3RSfkPa 👈

Don't let the complexity of managing your ITT equipment hold you back. Embrace the power of ID195 and experience the ease of streamlined operations. 💪💡

📢 Looking to simplify your printer and MFP warranty process? Look no further! Introducing ID436-Brother Equipment Sales Report! 🎉

With this amazing tool, you no longer have to worry about missing out on the 3-year warranty on your Brother printers and MFPs. 🖨️✅

Here's how it works: our automated system will send you a monthly report that you can easily pass along to Brother, ensuring you receive the warranty you deserve. 📋✉️

Say goodbye to the hassle of manual document submission and hello to a stress-free warranty experience! 😌

Don't miss out on this opportunity! Subscribe today and enjoy the peace of mind that comes with knowing your printing equipment is protected. 💪💼

Get started today! 👆🔗

ready for you! ID436-Brother Equipment Sales Report automatically sends your monthly report for you to pass along to Brother for 3-year warranty on printers and MFP's. Subscribe today: https://bit.ly/3REm5UE

Improvements to ID593/Service Call that's a possible Sales Lead, so be sure to check your subscription and our documentation. You can now designate how Install Date and Assigned Sales Rep are determined including added function to exclude Customers or Equipment from reporting. https://bit.ly/3NIEWwx

Enhancements to ID8/New Service Call and/or Sales Order On Hold now available, so check out your subscription today! Now you can select whether we tell you about just Service Calls, just Sales Orders, or both. You can also clone the alert, so you can have more than one subscription running. This gives you the ability to send the notice to different recipients based on VariableW On Hold Code(s) and/or VariableY Transactions Types. https://bit.ly/3ToBQS5

D439/AP Balance nearing Credit Limit (In Development): If you maintain Credit Limit information inside e-automate for your Vendors, it can be useful to get a heads-up when you are near (or over) your credit limit with a given Vendor. This alert will advise you if you are within a certain percent or dollar amount of a credit limit. Subscribe to let us know you're interested: https://bit.ly/3R9PYvF

Coming soon, so subscribe today - ID749/eAuto Meter Reading Tables "Bloat" Prevention. Bloat (too many records) in eAuto's Meter Reading tables are a serious source of performance issues for larger clients, or clients who have been on eAuto for a long while. This process runs monthly to purge unneeded Meter Readings from the tables (indexes are updated nightly), keeping those tables smaller and performing better. Subscribe and find more details here: https://bit.ly/3Gmoluv

Process ID305 will now also validate the 'Other emails' field on your Contact Records. Be sure you have this one running to ensure emails are getting to your customers. Subscribe here:https://bit.ly/47mmQIp