This enhancement is designed to allow customers (typically residential customers not normally set up with a full Web User account for the Client Web) to log on as a guest and confirm or reject an appointment for a service call. The customer will receive an email generated via escalation manager that will include a link to the Appointment Confirmation page; once there they can confirm or reject the appointment.
See CRMAnywhere Guest Login Registry for the web-settings-guest registry setting that is required to implement the Appointment Confirmation functionality.
A banner for the Confirm Appointment page, named appointment.gif, and a sidebar logo named sidebarLogoOnly. They should conform to the standards for the other banners and sidebars:
If the web-settings registry specifies the New Headers format (Setting Key: NewHeaders Setting Value: true):
The right-hand side of the header should be named right.gif. It should be 68 pixels high, and wide enough to display the desired graphic. This graphic is also used in the other screens.
The gif containing the title (e.g., Confirm Appointment) should be wide enough to display the appropriate title, and be 68 pixels high. This graphic will be centered in the header, and must be named appointment.gif.
A one or two pixel wide and 68 pixel high vertical slice of the graphic’s background should be named slice.gif. This graphic will be repeated as the header background, and is used in the other pages.
A sidebar area - 112 pixels wide by 440 pixels high, named sidebarLogoOnly.gif. Note that a menu will NOT appear on the sidebar in the Confirm Appointment screen.
If the web-settings registry does NOT specify the New Headers format:
The gif containing the title (e.g., Confirm Appointment) should be wide enough to display the appropriate title, and be 68 pixels high and of the same width as your other CRMAnywhere banners. This graphic will be left-justified against the sidebar graphic. It should be named appointment.gif.
A sidebar area - 112 pixels wide by 440 pixels high, named sidebarLogoOnly.gif. Note that a menu will NOT appear on the sidebar in the Confirm Appointment screen.
A Web User account must be set up for use as the guest account. The Web User Id and Password must be consistent with the registry settings. It is not necessary to specify the Web Profile.
New Token: ^confirmappointmentlink^
A new Escalation Profile token has been implemented as part of this enhancement. The token entered into the profile should read ^confirmappointmentlink^. This token will be replaced by a web link to the guest page when the scheduled event executes; the customer will simply click this link to access the Appointment Confirmation page.
The link consists of these components: the URL from the registry entry, the guest account login from the registry, the work order id and rn, and the scheduled event id which generated the e-mail. The id, rn and event values are extracted from the link and used to 'authenticate' the incoming request. SQL statements confirm that the values make sense relative to one another. Access is denied when the link's values are not successfully authenticated.
Example: Escalation Profile
Source: workorder
Action Type: notification
Notify Id: clientsite (pick the Notification record pointing to the Client Site email)
Status From: any
Status To: Waiting Service (or Unacknowledged or Pending)
Time Base: creation
Day: Hrs: Min: 1 (minute)
Email Subject: Please Confirm Your Appointment
Email Text: Please click on the following link to confirm or reject your appointment:
^confirmappointmentlink^
If confirmed, the work order status will change to "scheduled" (or any value you set).
If rejected, the work order status will change to "Rescheduled" (or any value you set).