
Event Processor
Automate routine tasks with the Presidio Event Processor. The Event Processor performs specifc actions at user intervals.
Examples include:
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Estimate Follow Up Reminder: alert your estimators if a new quote request has been idle too long and alert sales reps of pending estimates
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Job Status Alerts: notify customers when a job goes on press or billing when a job ships
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Job Opening Reports: email a daily or weekly sales activity report to reps and managers
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Transaction Activity: alert production managers when an employee exceeds defined thresholds for tasks and shifts
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Inventory Alerts: deliver a reorder warning report to purchasing when critical items approach reorder points
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Credit Warnings: notify accounting if a customer has reached their approved credit limit
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Customer Follow Up Reminder: email sales or management if an account has no activity within a user defined date range
Events are easy to manage and new events are added regularly based on customer requests.