Customer Contacts provides an easy way to manage which contacts receive various types of communication through aliquot.
After setting up your customer contacts, you will be able to send your report directly to them via email.
Accessing Customer Contacts:
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Customers: Click on Customer Contacts
Populate the Customer: Choose the Customer from the dropdown menu located under the filter by location option.
This displays the customer contact list you already have created for the selected customer.
Sending out a service report via Customer Contact
To manually send a report to a customer by email after setting up your customer contacts, please follow the steps below:
Click the "Create Report" button located in the upper right corner, then populate the customer hierarchy under the Report Location section down to the system layer.
Report Type
Choose a report template from the drop down.
Choose if the report is a Service, Operator or Visit Report.
Input the Report Header, Summary Options, Inventory Settings and Layout Settings as needed
Click "Create Report"
Once you have inputted your test data, comments, attachments as needed and your report is completed , Click on the Blue PDF icon located on the lower left corner of the page
This will open up the preview page where you can Edit, Share, Print , Export and Email the report while still in draft mode
Click on the "Email Report" icon
The next page is the Email Report page which displays all the Customer Contacts created for the specific customer as well as internal contacts.
Select the checkbox for the customer contact(s) to be emailed
The 'TO' field can also be used to include any email addresses that is not listed or saved as a contact.Input the subject and content of the email.
Click "Send Report"
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Helpful Resource : https://app.intercom.com/a/apps/cjw9ii1v/knowledge-hub/folder/2457648?activeContentId=13986066&activeContentType=article&editorMode=view