Minimum Version Required: 23.03
Pre-Conditions
dsdlink does not need to be turned on to use these Alerts, but is recommended.
These Alerts are free of charge
Steps
How to Install dsdlink Standard Alerts
1. Using the Universal Search, navigate to the App Library dashboard.
2. Search "dsdlink" in the App Library search bar.
3. Select an Alert to utilize, and click Install.
4. Select the Role(s) to determine who in the company can view the Alerts.
5. Set a Schedule by clicking the Pencil Icon.
Frequency - Daily is recommended
Start and End Time - starting at 12:00 am until 11:59 pm. This will continuously update the Alert recipients and new data.
Next Run Time - Select a date to determine when this alert will begin sending.
6. Click Set Schedule.
7. Read and check the Data Agreement box.
8. Complete installation by clicking Install.
Fields And Definitions
Available dsdlink Standard Alerts:
dsdlink Order Reminder (day before cutoff)
dsdlink Order Reminder (2 hours before cutoff)
dsdlink Order Confirmation
dsdlink Order Submitted (to Sales Rep)
dsdlink Customers License Expiring