11/1/2017 - Reminder Email Subscription
Ever wish you could get an annual reminder for yearly inspections?
Something that tells you what inspections you did about 11 months ago so you can prepare for this year? Well, now you can. Just contact your InspectAll sales rep for additional details or email us at Support@InspectAll.com
This reminder report will send an email once a month, at 6:00 am, detailing all folders of a selected type that were closed 11 months prior.
The information will be in spreadsheet format, and the columns included are: Folder ID (hyperlinked to web), Folder Type, Account, Date Closed, what user it was closed by, and the first contact on the account (if entered).
What you need to do:
To Set up this report in your account, please provide your account rep with the following information:
- Which folder type do you want this report to be based on? (Note: It's designed to report on annual inspections)
- Do you want the report sent to you in Excel or PDF format?
- To what Admin user do you want the monthly report sent?
If you don't need any changes to the report, it is complimentary for existing clients. If you want any edits to format or information, the standard Professional Services pricing will apply. See the following link for pricing details: http://docs.inspectall.com/article/335-professional-services