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#48839 - 02/01/16 09:08 AM AR Customer Alerts - Enable Alerts?
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
Is there a Gridview that will show me whether there are any customers in our list with "Enable Alerts" unchecked?
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Susan Tennier
TDL Canada
Trenton, Ontario

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#48841 - 02/01/16 09:32 AM Re: AR Customer Alerts - Enable Alerts? [Re: SusanTennier]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Why not put the field "Alert?" on the customer grid or build a Filter in Receivables?
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Andrew Bates

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#48845 - 02/01/16 12:15 PM Re: AR Customer Alerts - Enable Alerts? [Re: Retired_Guy]
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
That's a lot easier actually. Now, is there a way to enable all? I don't see it on the import list. I really only need to identify the ones that there is alert content, but alert is not enabled. I would like alert to be enabled by default so that this doesn't get missed when people are adding alerts.
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Susan Tennier
TDL Canada
Trenton, Ontario

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#48849 - 02/01/16 02:41 PM Re: AR Customer Alerts - Enable Alerts? [Re: SusanTennier]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Your Adagio Consultant can do this quickly with GridView ReadWrite.
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Andrew Bates

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#48862 - 02/02/16 08:41 AM Re: AR Customer Alerts - Enable Alerts? [Re: Retired_Guy]
SusanTennier Offline
Adagio Maestro

Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
Okay thanks for the info. It’s not a big problem, just that we noticed an alert wasn’t popping up for a particular customer last week because whoever made the alert must have forgotten to check the box – enable alert. So we wondered if there are any other customers that might have an alert that is not popping up. I just really wanted to identify those if there are any. Not a big deal but it makes no sense why Adagio lets you add alerts but by default they are not enabled so users have to remember to check that box every single time they add an alert and we have no easy way of identifying whether there are any like this on our list of customers.

Update - Warren showed me a gridview to identify these and we have 120 customers with alerts but "enable alert" is not checked. So, it is a problem that this isn't enabled by default when users add an alert. I hope that Softrak will consider adding this feature in the future.


Edited by SusanTennier (02/02/16 08:56 AM)
Edit Reason: Update added.
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Susan Tennier
TDL Canada
Trenton, Ontario

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#49334 - 03/21/16 01:40 PM Re: AR Customer Alerts - Enable Alerts? [Re: SusanTennier]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11532
Loc: Vancouver, BC Canada
Hello Susan,

The AR 92A (160226) Service pack has the Show alerts? field in Customer import/export.
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Regards,
Softrak Tech Support

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