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b) Global Setting Notifications Management

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    SecurityTrax comes with a powerful Notifications system which can be administered from three different levels: Global Settings, Mid Level , and User Level:





    Global Settings Level

    This level controls all Notification settings within your instance of SecurityTrax. To administer, an Admin would:

    Disable

    Will remove that notification from showing up for anyone on any other Notification Management screen.

    Enable

    If checked then those types of Notifications will be sent to all applicable Users.

    Email

    Will send the Notification to the User via email.

    SMS

    Will send the Notification to the User via SMS Message. (Note: a $.05 per message charge may apply if the User doesn't have their cell carrier identified.)





    Mid Level

    This level of notifications allows an Admin or Manager to further limit or grant the types of Notifications that a User would receive. An Administrator or Manager would:

    Company Enabled

    If checked and grayed out it means that a Global Level policy has been set for that particular type of message and applicable Users will receive that type of notification unless it's controlled at this Level.

    Disable

    Will remove that notification from showing up for anyone on any other Notification Management screen.

    Enable

    If checked then those types of Notifications will be sent to all applicable Users.

    Email

    Will send the Notification to the User via email.

    SMS

    Will send the Notification to the User via SMS Message. (Note: a $.05 per message charge may apply if the User doesn't have their cell carrier identified.)





    User Level

    This allows the User to control, to a certain extent, what Notifications they receive. To make changes, a User would:

    Company Enabled

    If checked and grayed out it means that a Global Level policy has been set for that particular type of message and applicable Users will receive that type of notification unless changed at the Mid Level.

    Disable

    Will remove that notification from showing up for anyone on any other Notification Management screen.

    Enable

    If checked then those types of Notifications will be sent to all applicable Users.

    Email

    Will send the Notification to the User via email.

    SMS

    Will send the Notification to the User via SMS Message. (Note: a $.05 per message charge may apply if the User doesn't have their cell carrier identified.)

    Once you've completed setting up the Global Settings Level of Company Notifications your instance of SecurityTrax is ready to begin entering Leads and Customers.