Minimum Version Required: 22.01
Steps
Pre/Post Delivery Alerts
1. Using Universal Search, navigate to the Customer Search dashboard.
2.. Search for the Customer name or ID, then click Search.
3. Navigate to the "User" section, and Click Alert Users.
4. Click Add Alert Users.
5. Choose Pre-Delivery Notice or Post-Delivery Notice in the "Alert" field.
6. Select the user that will receive the notice.
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.
8. Set the Delivery Method to the user's preferred communication method. Typically this field is set to "Email".
9. Confirm that the Alert, User, and Delivery Method fields are filled in
10. When all fields are entered, click Add Record.