Navigation: MKS Connect Service: Customer Connect Menu This Help File Page was last Modified on 02/11/2024

❑The MKS Connect Service (and the Communications Module) use the data described in 1) to 3) below to provide:

•A variety of automated Email responses, and/or reminder Task to follow up with someone for a designated reason.

•The automated responses which may be enabled by your Company are:

a)Notify New Prospects and/or a New Subscribers with a Welcome and/or Thank You Email

b)Send a notification reminder for upcoming Service calls

c)Remind Subscribers that they have a past due Invoice

d)Ask Subscribers with expiring Credit Cards to update their file

e)Send an Email when certain Contracts are about to expire

f)Survey a Subscriber about a recently Completed Service visit

g)Send an acknowledge when a Receipt record has been created

h)Once enabled, a Customer Connect History Grid with the details of each Email and/or follow-up Task created.

 

•To initiate these automated responses, go to the Customer Connect Menu

 

Customer Connect Menu options

 

1)Ignore - addresses that should never be sent an automated Email Response can be identified in the Ignore Emails Form  

 

Customer Connect - Ignore Emails Form

 

2)Notification Service Types - Definitions of the types of notifications that will be used are entered in the Notification Service Type Form

 

Notification Service Type Form

 

3)Schedule - records which set the parameters for an automated response must be created in the Schedule Form  

 

Customer Connect - Schedule Form