Managing Customer Change Notifications
1. Business Case: Why Automate Customer Alerts?
In a fast-paced environment, manual data checking leads to communication gaps, missed opportunities, and delayed service.
Proactive Relationship Management: Sales and account managers are alerted the moment an opportunity close date shifts, allowing for immediate follow-up.
Data Integrity: Real-time alerts for address or profile updates ensure that billing and logistics teams are always working with the most current information, reducing shipping errors.
Customer Retention: Monitoring the Customer Satisfaction notification allows teams to intervene immediately if a satisfaction score drops, potentially saving a high-risk account.
2. Available Notification Types
The system supports several specific triggers to keep your team informed:
| Notification Name | Trigger Event |
|---|---|
| Customer Added/Updated | Fires immediately when a new record is created or existing data is changed. |
| Address Added/Updated | Critical for logistics; fires when location data is modified. |
| Customer Satisfaction | Alerts users when a customer's satisfaction status changes. |
| Opportunity Close Date | Alerts users when a deal's expected close date is moved. |
[!NOTE]
Tenant Restriction: Some notifications only fire for users whose main company matches the tenant that owns the data. If no users from the local tenant are subscribed, the notification will not trigger.
3. How to Subscribe
To start receiving alerts, follow these steps:
Navigate to the Email Notification Manager screen.
Adjust filters as needed and click Search to see available alerts.
Select the desired notification from the grid.
Click Subscribe on the Action Bar.
Configure Filters: If prompted, specify the records you want to track (e.g., only notifications for specific Workcenters).
Click OK. You can verify your active alerts by sorting the Subscribed column.
4. How to Unsubscribe
If your role changes or you no longer need specific alerts:
Open the Email Notification Manager.
Click Search and sort by the Subscribed column to find your active alerts.
Select the notification and click Edit Subscription.
Click Unsubscribe in the top left corner.
Confirm the deletion when prompted by clicking Yes.
5. Security & Configuration Requirements
To manage these settings, ensure your user profile has the following permissions:
Email Notification Manager: Required to view the list (Administration mode allows you to manage subscriptions for other users).
Subscribe to Email Notification: Required to manage your own alerts in Normal mode.
Edit Email Notification Filter: Required to refine the criteria of your alerts.