How to Setup a Notification

Created by Corey Nolan, Modified on Fri, Nov 7 at 11:48 AM by Corey Nolan

How to Set up a Notification

Follow these steps to set up a notification.

a. Click Setup > Environment > Notifications

b. To Add a New Notification, click the icon

1. Detail Tab- Fill in the fields

a. Name the Notification (ex. Sales Log, Contract Cancel Request, etc)

b. Enter a Code Name- Ex: ACH Returns Notification = ACHRETURNS

c. Enter a Description (optional)

d. Check the “Active” box

e. Check the “Editable Schedule” box if you wish to schedule your report to process at a specific
date and time

f. Click the icon

g. Select the new Notification you created from the Available Notifications list

2. Schedule Tab

a. Set the desired date and time for your Notification to process. You can run daily,

weekly, monthly or select no schedule. (“Editable Schedule”

box must be checked under Detail Tab)

3. Recipients Tab

Add recipients to receive confirmation after the Notification has been processed.

a. Click the icon to add a new recipient

b. Select a User from drop down

c. Enter Display Name (your choice)

d. Enter user’s email address

e. Click the icon

4. Report Tab-This is where you attach a report to your notification. Select the same fields here as if you
were running a report; let’s use the Sales Log as an example.

a. Choose your Report Format from drop-down (PDF, XLS, or CSV)

b. Select the Sales Log from the Report drop-down

c. Select the Dates to View- (Start Date and End Date)

d. Date Filter- Date Sold (keeps contracts organized by the Date Sold)

e. Status List- Choose whether you want to see Active, Canceled, etc.

f. Down Payment Status- Filter by down payment status (Processed, Not Processed, etc.)

g. User to Filter- Select Policy User

h. Click the icon