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To modify 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. If necessary, in the Search section, enter information
to identify the action, and click Search.
The Search Results section displays the actions matching the information
you enter. In Search Results, select view/edit in the row
for the action you want to edit.
The Notification Action Details screen appears. In the Action Details section, you can edit the
description. To determine if the invoice owner is notified
whenever disputes are entered or updated, select or clear the Send Invoice
Notification to Invoice Owner check box. In the Primary Action Parameters and Secondary
Action Parameters sections, change information for the actions.
Note: If
the Secondary Parameters section is read-only, this means that the action
does not have a secondary action defined for it. To add a secondary action,
select the Secondary Action Parameters check box, and enter information
for the secondary action.
For e-mail notification actions, you can change any of
the parameters as follows:
|
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 or Manager Level 2 as the contact
to receive the notification. Manager Level 1 and Level 2 correspond to
the Primary and Secondary Managers listed on the Contact details screen.
Select None to exclude the level from the contact selection. |
|
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. |
Click Save
Action.
The modified action is now available for selection when adding default
actions to notification events or actions that are associated with rule
conditions. All events and conditions that use this action are now updated
with the revised action information. |
