5.1.282 - Upcoming Notifications Feature - Phase 1

5.1.282 - Upcoming Notifications Feature - Phase 1

Version: 5.1
Patch: 282
Title: Upcoming Notifications Feature - Phase 1 
Application Category: Other, CS Functionality, Notifications
Patch Type: Feature

Description:

Add new Upcoming Notifications process feature, located in the menu under Company Data->Notifications->Upcoming Notifications. 

The purpose of this feature is to generate email notifications for customers for certain upcoming events, such as an upcoming notification, or an installment that is about to come due. This feature works by creating CS events describing the upcoming event, which can trigger the email notifications. A new screen is provided which allows an administrator to choose the notification template, as well as trigger criteria for such messages to go out. 

Articles:

  1. Upcoming Notifications



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