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Ultriva Rules/Alerts Part 1

Ultriva Rules/Alerts Part 1. About Us…. Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years. Naveen Gottumukkala naveeng@ultriva.com Application Consultant Supporting Ultriva > 9. General Webinar FAQ.

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Ultriva Rules/Alerts Part 1

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  1. Ultriva Rules/Alerts Part 1

  2. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 5 years Naveen Gottumukkala naveeng@ultriva.com Application Consultant Supporting Ultriva > 9

  3. General Webinar FAQ • If you have a question please use the question box and we will try to go over them at the end • We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/ • We plan on hosting additional webinars at this time on the 3rd Thursday of every month. The next webinar will be February 20th • We are doing the demos in Ultriva Version 7.5 and higher

  4. Ultriva Rules – Agenda • Better understanding of how to create Rules/Alerts in Ultriva • This will be a multi part webinar series • We will have a few short surveys throughout this webinar and will give you the results

  5. Rules/Alerts – General Information • Rules allow users to set up alerts that are generated when an event happens or does not happen. • Alert can be shown in the browser when the user logs in to Ultriva, sent via email, or both. • Detailed information is available using the “How do I?”feature when you are viewing the Rule List.

  6. Rules/Alerts - General Info Alerts can be set up at the System Level (App CSR) * or the Local Level * Important: Do not make changes to the System Level rules without assistance from Ultriva.

  7. Rules/Alerts – Things to Keep in Mind What kind of an alert do you want? (Card Released, Not Accepted, Late Shipment, Notes Added, etc.) Check for an existing rule. Who do you want to receive the alert? Alert Delivery – Browser, Email, or Both?

  8. Rules/Alerts – Things to Keep in Mind Alert Subject – What you want for the Subject of the Alert? – Most have default values Alert Message – What do you want for the body of the alert, what fields do you want to include? Most have default values Depending on the type, when you create a rule, it generally goes into effect for cards released after that time. If cards are already In Cycle, it may not apply to those cards.

  9. Grouping Email Alerts Regular Wiki/Grid alert

  10. For Additional Information Ultriva Inc. 1601 S. De Anza Blvd., # 260 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com

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