Automation
Rules that move work along: when something happens to a customer, a contact, a deal or a job, give somebody a task, ask somebody to approve by a day, or prepare a message for a person to release, with every run recorded.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New rule and say when it acts
Pick what it watches, a customer, a contact, a deal or a job, and the event on it: a deal moving stage, a job being completed, a ticket being raised. The events are the ones Keyway already writes on each record's history, so nothing has to be set up first.
2. Say which ones it acts on
Add conditions on the record itself, such as the stage is won or the value is at least a figure. Every condition has to hold. A rule with none acts on every event of its kind.
3. Say what it does
Create a task, make the follow-up somebody's, set a deadline, ask a named person to approve by a day, write a note to a person, or prepare a message for a person to read and release. A rule never sends a customer anything by itself.
4. Try it on the last fifty before you save
Try it shows what the rule would have done to the last fifty matching events, and writes nothing. Once saved it acts on what happens from then on, once per event, and every action is written on the record's own history with the rule's name and version.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No rules yet
A rule is when, if and then: when a deal moves stage, if the stage is won, then give somebody the kickoff. It only ever acts on records the person who saved it may see.
First thing to do: Press New rule and choose the event it waits for.
Nothing is waiting on anybody
No rule has asked anybody to approve anything yet. A rule asks when one of its actions is an approval, and it names who decides and the day it is due by.
First thing to do: Add an approval to a rule and what it asks arrives here.
No runs to show yet
A run is kept each time an event a saved rule waits for happens, whether or not the rule acted on it.
First thing to do: Pick a rule on the Rules screen and its runs appear here.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.