Preetech's Close The Loop Tool - FAQ

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Request Communication Mapping"

Step 3: Enter the specific "CRM Request Type"

Step 4: Select preferred "Communication Type" from the dropdown menu

Step 5: Tick the "Monitor New Request" flag and click "Save"

Important Notes:
  • This change does not require a restart of the Preetech solution.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Request Communication Mapping"

Step 3: Enter the specific "CRM Request Type".

Step 4: Select preferred "Communication Type" from the dropdown menu.

Step 5: Tick the "Monitor Completed Request flag and click "Save"

Important Notes:
  • This change does not require a restart of the Preetech solution.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Product"

Step 3: Select "NOTIFY" from the Product dropdown menu

Step 4: Enter "TEST_EMAIL_RECIPIENT" in the "Keywords" section and click "Search"

Step 5: From the attribute list, click "Select" next to "TEST_EMAIL_RECIPIENT"

Step 6: Add the required request types and click "Save"

Important Notes:
  • This change does not require a restart of the Preetech solution.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Product"

Step 3: Select "NOTIFY" from the Product dropdown menu

Step 4: Enter "TEST_SMS_RECIPIENT" in the "Keywords" section and click "Search"

Step 5: From the attribute list, click "Select" next to "TEST_SMS_RECIPIENT"

Step 6: Add the required request types and click "Save"

Important Notes:
  • This change does not require a restart of the Preetech solution.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Reports" → "Close The Loop Report"

Step 3: Select Request Type Code or choose All

Step 4: Select the required Time Range

Step 5: Enter "Fail" in the "Keywords" field

Step 6: Click "Search"

Step 7: To resend an email for an individual record:

  • Click "Select" against the required record
  • Enter the "Email Address"
  • Click "Save and Resend Email"

Step 8: To resend emails for multiple records:

  • Select the required "Checkboxes"
  • Click the Email icon
Important Notes:
  • You can resend emails individually or in bulk depending on your requirements.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Template Manager"

Step 3: Select "+ Add Template"

Step 4: Select "Email" from the "Purpose" dropdown menu

Step 5: Enter a unique "Template Code"

Step 6: Enter a "Template Description"

Step 7: Enter the CRM "Request Status Description"

Step 8: Enter the CRM "Note Type Code"

Step 9: Enter the CRM "Request Type Codes" for which this template should be used for communications. If entering more than one value, separate each value with a comma

Step 10: Enter the "From Name" , "From Address" , "Subject" and "Body" then click "Save"

Important Notes:
  • Only enter a "Note Type Code" if you want notes to be sent to customers.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Template Manager"

Step 3: Select "+ Add Template"

Step 4: Select "SMS" from the "Purpose" dropdown menu

Step 5: Enter a unique "Template Code"

Step 6: Enter a "Template Description"

Step 7: Enter the CRM "Request Status Description"

Step 8: Enter the CRM "Note Type Code"

Step 9: Enter the CRM "Request Type Codes" for which this template should be used for communications. If entering more than one value, separate each value with a comma

Step 10: Enter the "From Name" , "From Address" , "Subject" and "Body" then click "Save"

Important Notes:
  • Only enter a "Note Type Code" if you want notes to be sent to customers.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Template Manager"

Step 3: Click "Select" on the template you want to edit

Step 4: Update the required fields

Step 5: Click "Save"

Important Notes:
  • The "Purpose" field cannot be edited
  • You can preview the template by clicking the Preview button at the bottom of the page
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