Overview

Contact Association Alerts settings determine:

• Which employees receive emails when one of the contacts they own refers a job.
• Which employees receive emails when a contact they own is associated with any job. 

Feel free to check out this video where one of our CRM (fka Luxor) consultants explains how Contact Association Alerts are set up - Contact Association Alerts Overview

Setup

1. Navigate to Admin > Restoration Alerts > Contact Association Alerts
2. Employees who will receive the referral email: determine what employee(s) will be notified with an email when the contact they own refers the company a new job. 
3. Employees who will receive the association email (non-referral): determine what employee(s) will be notified with an email when the contact they own is associated with a job (non-referral). 

Things to note:

• Alerts will vary if a contact is added as both a referred by and an external participant (ex: they are associated with the job as an adjuster or property manager). See the example scenarios below:
  1. If a contact that you own is a Referred By contact, and then they are also added as an Adjuster (associated contact) on that same job, you will only receive the Referral alert email and not the Association alert email. 
  2. If a contact is added as an external participant (associated contact) first and then they are added as an owner, you would receive both the association email (non-referral) and the referral email.
• If a Referred By contact is updated/changed on a job, the Contact Association Alert email will still be sent to the corresponding owner of the new Referred By contact.

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.