Operations AR - Set Up Email Alerts - Credit Status Change (Global)

1. Navigate to "Marketing"

   Credit status change notifications are sent when your customers credit status changes in your erp. When this happens, an email alert can be sent to your employees. The global notification allows employees to receive an email alert when the status changes on any customer in your erp. Navigate to the "Marketing" section in the operations portal.

   

2. Click "Subscriptions"

   Then, click "Subscriptions". In order to access and update subscriptions you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: "subscriptionView" and "subscriptionEdit".

   

3. "Add a row" fields

   You will need to enter subscription information in the "Add a row" line at the bottom of the grid.

   

4. Type in "credit"

   Type in "credit" in the "Subscription List Code" field.

   

5. Select "CreditStatusChanges"

   As you type, the system will search the subscriptions in the system. Select "CreditStatusChanges" from the options.

   

6. Type in the email address

   In the "Email" column, enter the email address that should receive the notification.

   

7. Select "Yes" for the "Subscribed" column

   Select "Yes" for the "Subscribed" column.

   

8. Select "Email" as the Communication Type

   Select "Email" as the Communication Type.

   

9. Press the "Enter" key

   Lastly, press the "Enter" key to confirm adding the subscription to the list. This new subscription will now be visible as a new row on the screen, and the employee has been subscribed.