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: Go to the Customer Section.
Populate the Hierarchy: Select the Customer from the dropdown menu.
This displays the customer contact list you already have created for the selected customer.
Sending out a service report via Customer Contact
Fill out the 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 and Inventory 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 at the bottom of the page
This will open up the preview page where you can Edit, Share, Print , PDF 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 'CC' field can also be used to include any email addresses that is not listed Input the subject and content of the email.
Click Send Report"
-
Helpful Resource : https://app.intercom.com/a/apps/cjw9ii1v/knowledge-hub/folder/2457648?activeContentId=13986066&activeContentType=article&editorMode=view