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Add a User to Pre\/Post Delivery Alerts

Distributor steps in Encompass for signing a customer user up for pre-delivery or post-delivery notice emails via Alert Users on the Customer Search dashboard. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Pre/Post Delivery Alerts

1. Using Universal Search, navigate to the Customer Search dashboard.
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2.. Search for the Customer name or ID, then click Search.
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3. Navigate to the "User" section, and Click Alert Users.
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4. Click Add Alert Users.
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5. Choose Pre-Delivery Notice or Post-Delivery Notice in the "Alert" field.
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6. Select the user that will receive the notice.
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7. Confirm the "Status" is set to "Subscribed". The status will only be set to "Unsubscribed" if the user no longer wants to receive alert notifications.
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8. Set the Delivery Method to the user's preferred communication method. Typically this field is set to "Email".
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9. Confirm that the Alert, User, and Delivery Method fields are filled in
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10. When all fields are entered, click Add Record.
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