Alerts

Data Source: ALRRCV

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.

Note:  The Alerts option/ view will only appear if the Access Alerts switch is activated on the Authorization List For Customer Profile screen.

The Alerts tab allows you to view, add, or delete the alert messages currently configured for the selected customer.

The following sorting options appear on the Alerts tab:

Note:  These sorting options will not appear if the tab is accessed from the Customer Portal screen.

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

The following fields appear on the Alerts tab:

Field	Description
Alert	The name of the alert. Note:  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, will delete the alert for the selected customer. Note:  This option will only appear 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 screen will appear.

Note:  This option will only appear 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.

The following button allows you to complete your work on the Alerts tab:

Button	Function
Close	Closes the Alerts tab and returns to the Customer Profile screen.