Tips & Tricks: Using the email request queue

1. •  
     CommentAuthorMichael
   • CommentTimeOct 31st 2008 edited @ 10/31/2008 4:55 pm

    
   Each Intervals account comes with a work request queue. The queue fields work requests that can be reviewed and turned into tasks. All user levels within Intervals can submit work requests by navigating to Tasks >> Request queue. This method requires users to login and physically submit a request. If you have clients submit work requests it can be challenging getting them to login and submit request. This is where the email request queue can be very useful.
   
   If you navigate to Tasks >> Request queue there is an option on the left for the email queue:
   
   
   If you click on Email Queue Settings you can have Intervals check an email account on your behalf and jump start work requests via email. The Email Queue will check the email account that you have specified every 10 minutes and if there is a new request it creates a header alert and emails members of your team that you have selected to receive alerts of new requests.
   
   Here is what the header alert looks like:
   
   
   
   Here is a screenshot of he configuration page:
   
   
   
   Attachments in the email will be attached to the request/task as documents. On the Pelago side of our business we have all of our maintenance customers submit requests to a special work request email. Instead of emailing their project manager directly they can email the request to this email address and any member of our team can assign the request to jump start it. It helps streamline the flow quite a bit and allows us to give a hi level of customer service.