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dsdlink Standard Alerts

Distributor steps for installing free dsdlink Standard Alerts (order reminders, order confirmations, license expiring) from the App Library in Encompass and scheduling them. Requires v23.03+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.03

Pre-Conditions

  • dsdlink does not need to be turned on to use these Alerts, but is recommended.
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  • These Alerts are free of charge

Steps

How to Install dsdlink Standard Alerts
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1. Using the Universal Search, navigate to the App Library dashboard.
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2. Search "dsdlink" in the App Library search bar.
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3. Select an Alert to utilize, and click Install.
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4. Select the Role(s) to determine who in the company can view the Alerts.
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5. Set a Schedule by clicking the Pencil Icon.
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  • Frequency - Daily is recommended
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  • Start and End Time - starting at 12:00 am until 11:59 pm. This will continuously update the Alert recipients and new data.
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  • Next Run Time - Select a date to determine when this alert will begin sending.
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6. Click Set Schedule.
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7. Read and check the Data Agreement box.
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8. Complete installation by clicking Install.

Fields And Definitions

Available dsdlink Standard Alerts:
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  • dsdlink Order Reminder (day before cutoff)

  • dsdlink Order Reminder (2 hours before cutoff)
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  • dsdlink Order Confirmation

  • dsdlink Order Submitted (to Sales Rep)

  • dsdlink Customers License Expiring

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