Excavator Alias Recommendations

The system automatically matches on these fields from the one call center ticket to create alias recommendations to be added to an excavator (The matching is limited by state. For example, Florida tickets are matched to Florida excavators):

• Contact Email
• Contact Name
• Contact Phone
• Excavator Name

                                                            

The system uses color to indicate matches:

                                                                                                                                                                                

Text Color	Description
Red	Matches an existing excavator
White	Does not match an existing excavator

                                                            

 

                                                                                                                                                             

Field	Description
Alias Recommended	View [n] Alias(s): Click to show all recommended aliases                                                                              Approve: Click to add the alias to the excavator listed above it in the white row                                                                              Reject: Click to reject the alias recommendation. Result: The system does not add the alias to the excavator listed above it in the white row. This recommendation does not appear again even if it matches
Contact Name	The name of the contact exactly as it appears on the ticket                                                                              Text color:  Red = Matches existing excavator  White = Doesn't match existing excavator
Email	The excavator email from the ticket                                                                              Text color:  Red = Matches existing excavator  White = Doesn't match existing excavator
Excavator	The excavator name from the ticket                                                                              Text color:  Red = Matches existing excavator  White = Doesn't match existing excavator
Phone	The excavator phone number from the ticket                                                                              Text color:  Red = Matches existing excavator  White = Doesn't match existing excavator

                                                            

 

Excavator Name

You can filter excavators by name within a US state. 

1. On Excavator Alias Recommendations page, in the Filters column (on the left),  in the Excavator Name search box,  type a search and click Search ( ). Result: Search results appear
2. Optional. To erase the search term and results, click X.

                                                            

State

Use filters to limit the results by US state. 

1. On Excavator Alias Recommendations page, in the Filters column (on the left),  in the State dropdown list, choose  a US state and click Apply Filter. Result: Results appear
2. Optional. To erase the search term and results, click X.
3. Optional. To clear all filter results, click Clear Filter 

                                                            

 

1. On the Excavator Alias Recommendations page, in the Alias Recommended (rightmost column) of the alias you want to approve or reject, click an action:  

                                                                                                                                           

   Field	Description
   Approve	The alias is approved. Result:  The system adds the alias to the excavator listed above it in the white row All future tickets with the alias are processed identically to those with the excavator to which the alias has been added
   Reject	The alias is rejected. Result:  Does not add the alias to the excavator listed above it in the white row This recommendation does not appear again even if it matches