What if I have Specific Customers I want to follow ?

Did you know that Account Managers can set notifications based on a specific customer? 

 

Set up 

Set Notification based on Customer

NotificationonCustomer.png

Then select One Specific Customer.

NotificationOneCustomer.png

Select the Customer from the Customer File.

NotificationSelectCustomer.png

Next select if the notification will be based on a field or an order status. 

NotificationOneCustomerFieldyn.png

If based on a specific field is set to Yes, then select whether the notification will be about the customer's renewal date or their Tax ID's expiring. 

NotificationOneCustomerFields.png

Alternately, if based on a specific field is set to No,  a notification can be set on certain events using that customer record. 

NotificationOneCustomerOrders.png

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