Alert Receivers
Use the Alert Receivers screen to configure the recipients for each alert type at a divisional level. Only users or customers that have been configured as recipients on this screen can receive alerts, with these exceptions:
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Recipients specified in the Via field of the Add Alert/ Edit Alert screen always receives alerts.
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When configuring a Parts Quote is Expiring, Work Order Quote is Expiring or Equipment Quote is Expiring alert message, if the Salesperson field is selected on the Add Alert/ Edit Alert screen, the salesperson associated to the quote always receives alerts.
To open the Alert Receivers screen, click the Setup alert receivers link on the Alerts screen.
The search field on the Alert Receivers screen is:
| Field | Description |
|---|---|
| Select Alert Type | Search for an alert type by name. |
Note: These fields only appear after selecting an alert type in the Select Alert Type field and clicking Go.
The fields on the Alert Receivers screen are:
| Field | Description |
|---|---|
| User Id/ Customer Number | The user or customer ID that has been configured to receive alert messages for the selected alert type. |
| User Name/ Customer Name | The name of the user or customer. |
| Delete | If clicked, removes the selected user or customer from the alert receivers list. |
To create a new alert receiver, click the Need to create a new alert receiver? Click here to add link.
To delete an alert receiver, click the Delete icon next to the user or customer ID that you want to remove from the list.
Click Close to complete your work on the Alert Receivers screen.