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Learn how you can configure Notification Types |
What does this section cover?
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What are Notification Types?
Notification Types define the behavior and the nature of each notification. Multiple Notification Types can exist in the system but each one of them should have a unique name and alternative code.
Creating, Editing
and& Deleting Validations
and& Restrictions
| Action | Additional Information | |
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| General |
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| Create | N/A |
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| Edit | N/A |
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| Delete |
| N/A |
| Save |
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Notification Types attributes
Name | Description |
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| Name* | The name of the Notification Type |
| Alternative Code | The alternative code of the Notification Type |
| Description | A description of the Notification Type |
| Classification* | Notification Types classifications are used to determine the behavior of each notification. The notification classification cannot be changed after the notification type is created. The supported notification classifications are the following:
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| Notification Information* | The information that the customer will be notified about, which is filtered based on the selected notification classification. The notification information cannot be changed after the notification type is created. The supported notification information for each notification classification are:
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| Communication template* | The communication template that will be used to create the communication for each notification of this type. The available communication templates should be effective and the media should be equal to one of the following:
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| Default Email Type* | Determines which of the contact information emails should be used to communicate with customers. The selection is done based on the email type. Default email type is mandatory if the selected communication template has media equal to email |
| Default Phone Type* | Determines which of the contact information phones should be used to communicate with customers. The selection is done based on the allowed contact information phones types. Default phone type is mandatory if the selected communication template has media equal to SMS |
| Communication Queue External System Settings | Used to determine the external system that will actually send the notification. If not specified then the notification will be sent directly by email through CRM.COM. The ability to not apply from and to email validations, on creating the communication, are also available and can be applied only if an external system is specified. |
Defining your own Notification Types tailored to your company's needs
- Navigate to Configuration > CONFIGURATION > CRM Application APPLICATION > Notifications > Set Up Types NOTIFICATIONS > SET UP TYPES
- Either search for an existing one or from the Top Menu click on "NEW"
- Main Information
MAIN INFORMATION
Provide the required information
Name
Alternative Code
Classification
Notification Information
Description
COMMUNICATION INFORMATION
Provide the required information
Communication Template: Search and select Communication Template using the Search Modal
Communication Queue External System Settings: Search and select Communication Queue External System using the Search Modal
Default Email Type
Default Phone Type
- Log Information
LOG INFORMATION
Include Page Log Information - Global Log Information - Global - From the Actions Menu click on "SAVE"
Deleting Notification Types
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