The Business Rules Option provides automatic programming to your database. It monitors your data and sends alerts, notifications or updates when the data meets certain criteria. You define what data you want to monitor and who is notified, and Business Rules does the rest.

    Standard features of the Business Rules Option include:

  • Run AutoPilot Automatically
  • Email/text administrator is there are records in the Import table
  • Email/text Administrator if agent responds that he/she will NOT accept an assignment
  • When agent update request is not answered in a certain amount of time, notify owner to take action
  • Email/text administrator if AutoPilot item is missing the email address
  • When a response is submitted by an agent and marked “Urgent”, automatically text/email the administrator
  • Email/text administrator if LastUpdatDate in Referrals table is > 2 Weeks old
  • Email/text administrator if Referrals table record has no MgrConsulant assigned
  • Send Link to up to three (3) Customized Advanced Reports at pre-determined times