How to Set up a Notification

Created by Corey Nolan, Modified on Thu, Jul 17 at 1:00 PM by Corey Nolan

Follow these steps to set up a notification.

1. Click Setup > Environment > Notifications

2. To Add a New Notification, click the icon

A. 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

B. 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)

C. 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

Report Tab

Attach a report to your notification

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

b. Select the desired Report from drop down

c. Select the Date to View from drop down

d. Click the icon