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Adding Notification Actions when Adding or Modifying an Event

Procedure

To add notification actions when you are adding or modifying an event:

  1. From the Notification Setup screen that shows the details for a particular event, at the top of the screen, click Add Action.
    The Action Details section refreshes to accept your entries for the new action.

  2. In the Action Details section, enter a name that identifies the action, and select the notification delivery method from the Delivery Method list. The Delivery Method list contains the jobs that eCredit currently supports.
    When you select a delivery method, the screen refreshes to display the parameters for the action you select.

  3. If you want the invoice owner to be notified whenever disputes are entered or updated, select the Send Invoice Notification to Invoice Owner check box.

  4. Enter information in the Action Parameters/Primary Action Parameters section. The primary action parameters are required.

Note:  You can add an action that has a Delivery Method of No Action. Use an action that has No Action as the Delivery Method as the Default Action when you do not want an action to occur if the rules should fail.

For actions that use the e-mail delivery method, you can enter the following parameters:

E-mail Action Parameters (for the E-mail Notification Delivery Method)

Description

Contact For

Select either Customer or Invoice to determine whether the e-mail notification is sent to a customer or invoice contact.

Category

Select the Category that describes the role the contact performs. eCredit sends the notification to a contact that has this category entered for them on the User Details screen.

Default E-mail

Enter the default e-mail that eCredit uses in case there is no e-mail entered for the contact specified by the other parameters.

Level

Select Manager Level 1 to have the manager entered for the contact receive the notification. Select Manager level 2 to send the notification to the manager of the contact's manager. Select None to exclude the level from the contact selection.
Note: The Level selection is used only when the internal contact is also an eCredit user.

Type

Select internal to send the notification to an employee of your organization, or external to send the e-mail to a business contact for the  customer.  Internal contacts are employee's of your organization, including employees who are eCredit users and those who are not.

Primary Contact

Select Yes if you want the e-mail delivered to the primary contact. Each Contact category can have one primary contact. The user must be designated a primary contact on their User Details screen.

Template

Select the name of the template that you want to use for the correspondence. The eCredit Professional Services Organization creates and attaches your custom templates as part of your subscriber implementation.

  1. To optionally add secondary parameters, select the Secondary Action Parameters check box, and enter information for the secondary action parameters. Add secondary parameters when you want to notify a second contact.

  2. Click Save Action.

Note: The action is now available for selection when adding default actions to notification events or actions to rule conditions. It is not added to this event unless you select it from the Default Action list at the top of the screen and click Save, or if you define a rule condition for this event that uses this action.