Alerts
Use the Alerts tab to view, add, or delete the alert messages currently configured for the selected customer.
The Alerts option/view only appears if the Access Alerts switch is activated on the Authorization List For Customer Profile screen.
To open the Alerts tab, hover over the Chevron tab in an open customer profile and select Alerts from the drop-down list.
-OR-
Click a business area link in the Alerts view on the Customer Portal screen.
The sorting options on the Alerts tab are:
| Option | Description |
|---|---|
| Sort by | Sorts the alerts alphabetically based on either the business Area associated to the alert or the Alert name. |
| Select Area | Sorts the alerts based on the business area related to the alert: either Parts, Equipment, Service, Customer, or Rental. |
These sorting options do not appear if the tab is accessed from the Customer Portal screen.
The fields on the Alerts tab are:
| Field | Description |
|---|---|
| Alert |
The name of the alert. For detailed information about each alert type, see the Alert Type Overview topic. |
| Area | The business area that the selected alert is related to: either Parts, Equipment, Service, Customer, or Rental. |
| Delete |
If selected, deletes the alert for the selected customer. This option only appears if the Delete Alerts switch is activated on the Authorization List For Customer Profile screen. |
To configure a new alert for the customer, click the Need to create a new alert? Click here to add link. The Alert Types screen appears.
This option only appears if the Add Alerts switch is activated on the Authorization List For Customer Profile screen.
To delete an alert for the customer, click the Delete icon next to the desired alert.
Click Close to complete your work on the Alerts tab and return to the Customer Profile screen.