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To add notification actions:
Select Admin.
The Admin Home Page appears.
From the Business
Administration tab, select Notification Setup.
The Notification Setup (search) screen appears.
Click View
Actions.
The Notification Action screen appears.
Click Add.
The Notification Action Details screen appears.
Enter a name that identifies the action, and select
the notification delivery method from the Delivery Method list. The Delivery
Method list contains the methods that eCredit currently supports.
When you select a delivery method, the screen refreshes to display
the parameters for the method you select.
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.
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 (either eCredit users or those who are not), or external
to send the notification to a business contact for the customer.
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Primary Contact |
Select Yes if you want the e-mail delivered to the primary
contact. Each Contact category can have one primary contact. The contact
must be designated a primary contact on the Contact 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. |
To optionally
add secondary action 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, either external or
internal to your organization..
Click Save
Action.
The action is now available for selection when adding default actions
to notification events, or actions that are associated with rule conditions.
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