To access this sub module Click on Registry Management =>> Navigate =>> Operations =>> Members Management =>> Account alerts
The following window will open up:
The list is grouped according to the default grouping ~ Employer.
Select your preferred grouping which will be effected on the list real time.
Creating An Account Alert
Use the search field to search for a specific customer's account. The grouping type selected will also help in narrowing down on the search.
Additionally, select a search filter to further narrow down the retrieval process - serial number, account number, membership number, last name..
NOTE : The edit feature in this context is used to capture the account alerts for the specific customer.
Once you've located the customer, right click on the entry to select the edit icon
against it to open the following window:
On the above screen, fill in the following:
The customer's details cannot be modified.
On The Account Alerts Details Pane:
Select the type of an alert that the customer wishes to receive from the drop down menu:
Set the priority of the specified account alert by selecting from the drop down menu the menu, see below:
Enter the threshold of the transaction
Check mask transaction value?
if the customer wishes to receive notifications without the transaction value.
Check Receive text alert?
if the customer wishes to receive alerts in form of a text message.
Check Receive email Alert?
if the customer wishes to receive alerts in form of e-mails.
Check Mask Account Balance?
if the customer wishes to receive notifications without the account balance.
Threshold - Type in the transaction threshold into this field.
Click on the add button to add the account alert type to the account alerts details pane:
NOTE : The above steps have to be carried out for every account alert that is to be added to the customer's account.
An already captured alert cannot be added to the alert details pane. In such a scenario, the following notification will pop up:
Click on the update button to save the changes into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
Removing An Account Alert:
1.Search and select a customer's account.
2. Click on the edit icon to edit the account.
3. On the Account alerts details pane, select the account alert that the customer no longer wishes to receive then right click on the on the entry to remove
To save and effect the changes.
Click on the update button to save the changes into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
To view a customer's subscribed alerts, search for then select the customer. Right click to use the view icon
Against the desired customer name, the details will be populated as below :
