Creating an Alert Receiver
Before the Alert Management system can send an alert, you must specify the recipients for each alert type using the steps outlined below.
Note: Only recipients configured using the steps outlined below will be able to receive alerts, with the following exceptions:
1. Recipients specified in the Via field of the Add Alert/ Edit Alert screen will always receive the selected alert
2. 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 will always receive the alert
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From anywhere within IntelliDealer, hover over the Configuration link and select Miscellaneous> Other> Alert Management.
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The Alerts screen will appear.
Alerts screen
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On the Alerts screen, click the Setup alert receivers link.
The Alert Receivers screen will appear.
Alert Receivers screen
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On the Alert Receivers screen, click the Need to create a new alert receiver? Click here to add link.
The Alert Types screen will appear.
Alert Types screen
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On the Alert Types screen, select the Alert you want to configure the recipients for.
The Add Alert Receiver screen will appear.
Add Alert Receiver screen
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On the Add Alert Receiver screen, enter or select the desired recipient in the Customer/ User Id field and click Save.
The Alert Receivers screen will appear displaying the selected alert type and the newly added alert recipient.
Updated Alert Receivers screen