Autotask Toolkit

v 2.13.2 PROD

Extra filtering toepassen Storavox recording Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Ayvens (1114AN30)
Aangemaakt
2023-09-15
Gesloten
2023-09-20

Beschrijving

Er is ons gevraagd om een extra filtering mogelijk te maken in de Storavox recordings, t.b.v. de export naar Contexta. Doel is een filtering te realiseren op de interne gesprekken. Deze opportunity heeft een relatie met het TSV ticket T20230814.0010. Inkoop Bumicom 350,- euro excl. BTW Referentie Bumi1017399 Contactpersoon Wim Blok Vanuit TSV hebben wij 2 uur remote ondersteuning aangeboden voor remote toegang en begeleiding. Dit op advies van Gerko, zie email in de map Inkoop t.b.v. bestelling bij Bumicom.

Primary quote

Naam
#1355 — Extra filtering toepassen Storavox recording
Effectief vanaf
2023-09-14
Vervaldatum
2023-10-15

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 2
2 Professional Services
Bumicom Professional Services voor realiseren filtering optie interne gesprekken. Het betreft arbeid remote, inkoop 350,- verkoop heb ik 135,- per uur gerekend. Totaal 4x 135,- = 540,- 		Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2023-09-20 General Frank Lunstroo Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) or Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2023-09-20 General Frank Lunstroo Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) or Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Frank Lunstroo
2023-09-20 General Frank Lunstroo Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) or Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2023-09-20 Opportunity Update Frank Lunstroo Opportunity: None, Extra filtering toepassen Storavox recording Total Revenue=770 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=20-09-2023 Opportunity Owner=Lunstroo, Frank Status=Closed
2023-09-20 Opportunity Update Frank Lunstroo Opportunity: None, Extra filtering toepassen Storavox recording Total Revenue=770 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 29-09-2023 to 20-09-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2023-09-15 Opportunity Update Frank Lunstroo New Opportunity: None, Extra filtering toepassen Storavox recording Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=29-09-2023 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 770.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-09-20T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30683566,
  "cost": 0.0,
  "createDate": "2023-09-15T15:22:39.693Z",
  "creatorResourceID": 29682902,
  "description": "Er is ons gevraagd om een extra filtering mogelijk te maken in de Storavox recordings, t.b.v. de export naar Contexta.\n\nDoel is een filtering te realiseren op de interne gesprekken.\n\nDeze opportunity heeft een relatie met het TSV ticket T20230814.0010.\n\nInkoop Bumicom\n350,- euro excl. BTW\nReferentie Bumi1017399\nContactpersoon Wim Blok\n\nVanuit TSV hebben wij 2 uur remote ondersteuning aangeboden voor remote toegang en begeleiding. Dit op advies van Gerko, zie email in de map Inkoop t.b.v. bestelling bij Bumicom.",
  "helpNeeded": "",
  "id": 1530,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-09-20T09:29:56.100Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 770.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-09-20T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2023-09-15T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra filtering toepassen Storavox recording",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}