Testing the integration between SeeClickFix 311 CRM and CentralSquare Enterprise Asset Management (formerly known as Lucity) is the most important part of understanding how to configure and fully utilize the strengths of both systems.
The following list is ordered by the actions that will take place during the lifecycle of a Request from opening a new integrated Request to closing that Request.
Create a Test Integrated Request: To begin testing the integration between SeeClickFix 311 CRM and CentralSquare Enterprise Asset Management (EAM), a Request needs to be generated using an integrated category.
Viewing an Integrated Request in SeeClickFix 311 CRM: After creating a Request, it can be viewed within the Requests tab to inspect the status of the integrated Request.
Automatic Acknowledgement for an Integrated Request: After a SeeClickFix 311 CRM Request has been integrated with CentralSquare EAM, the status is automatically changed to Acknowledged, and a customizable system message is added as a comment to the SeeClickFix 311 CRM Request.
Commenting on a Work Request in CentralSquare EAM: Public comments within a CentralSquare EAM Work Request can be submitted and sent to the SeeClickFix 311 CRM Request at any time to keep the resident updated.
Add an Image to a Work Request in CentralSquare EAM: Publicly accessible Images within a CentralSquare EAM Work Request can be submitted at any time while the Request is still open and are sent to the SeeClickFix 311 CRM Request.
Close a Work Request in CentralSquare EAM: When the Work Request in CentralSquare EAM is closed, the integration will close the Request in SeeClickFix 311 CRM and add a system message to the Closing comment.