Administration
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      1. BrightOrder Knowledge Base
      2. EMDECS
      3. Administration

      Customer Alerts

      To setup or edit customer alerts go to Administration > Customer and drill down on the Customer Name
       
       
      Click on the Alerts tab 
       
       
      Note: Please note each customer can only have one RO Alert and one Counter Sale Alert at a time
       

      RO Alerts

      Click on the Alert Note field to view the current notes you have in EMDECS

      Add a New RO Alert

      Click on the green + to add a new Alert Note
       
       
      Alert notes can be general for all customers or specific to certain customers.
       
      Input the Code, Description and Notes then click OK to save the new alert.
       
      Note: The Notes field is the where you type what will be displayed in the alert
       
       
      Select the Alert Note, then choose the Display Alert When
       
      1. Arrivals Check-In: Alert will appear when checking-in the customer's unit on the Service Board
       
      1. New RO: Alert will appear when creating a new RO for the customer's unit on the Service Board, Complete RO, or Tech RO
      1. Unit Ready: Alert will appear when the technician clicks on Unit Ready for the customers unit
      1. Invoice RO: Alert will appear when Invoice is clicked on the RO for the customers unit 
      1. Close RO: Alert will appear when Close RO is clicked on the RO for the customers unit 
      1. Require Response: If this checkbox is checked off, the alert will have a mandatory reponse text field
      1. External notes: If this check box is checked off the alert note will be copied to the External Notes field on the RO and it will also appear at the bottom of the invoice
      1. Internal Notes: If this check box is checked off the alert note will be copied to the Internal notes field on the RO
        1. If the Require Response field is also checked, the reponse will also be in the Internal Notes field
       
       

      Remove Customer RO  Alerts

      To remove the current customer RO Alert go to Administration > Customer > Alerts >  Red X
       
       

      Edit Customer RO Alerts 

      To edit the current customer RO Alert go to Administration > Customer > Alerts >  Edit
       
       
      You can also Edit and Delete RO Alerts by going to Administration > Standard Codes > Customer > RO Alerts
       
       

      Counter Sale Alerts

       To setup and view counter sale alerts go to Administration > Customer and drill down on the Customer Name
       
       
      Click on the Alerts tab, then the Counter Sale Alerts tab.
       
       
      Click on the Alert Note field to view the current notes you have in EMDECS
       

      Add a new Counter Sale Alert

      Click on the green + to add a new counter sale alert note
       
       
      Input the Code, Description and Notes then click Add to save the new alert.
      Note: The Notes field is the where you type what will be displayed in the alert
       
       
      When a new counter sale is created and the customer is selected the alert will appear. 
       
       
      Here is an example of the Counter Sale Alert after creating a new counter sale for the customer.
       
       

      Remove Customer Counter Sale Alerts 

      To remove the current customer counter sale alert go to Administration > Customer > Alerts > Counter Sale Alerts >  Red X
       

      Edit Customer Counter Sale Alerts

      To edit the current customer counter sale alert go to Administration > Customer > Alerts > Counter Sale Alerts > Edit