Advanced Alerts
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Categories: Functional
Author: Dyxon
Do you want to set up the same Alerts for several users? Do you need to send Alerts to users or employees who are set in a field of a particular record, e.g. contact person on a sales order or purchase order?
The alert e-mail has been extended as well. It can contain any field values from the alert record.
Features
* Send Alerts not to just one, but many users at the same time with only one Alert rule.
* Alerts can be sent to AX-users, user groups, employees, and any e-mail recipient.
* Recipients can be set up on the Alert rule, or recipients can be extracted from an Alert or linked record field.
* Additional variables (placeholders) in the alert e-mail template can be populated with values from the Alert or a linked record.
* A separate e-mail template can be set up for each Alert rule.
* Only users with sufficient access rights can set up Advanced Alerts.
Examples of use
* Send Alerts to the sales responsible, the customer's contact person, any AX user, and additional e-mail recipients when the sales order ship date changes (see illustration on the right). Only one Alert rule is required!
* The purchase order responsible (orderer) can be notified automatically if the goods are not received on time. One Alert rule is sufficient for all orderers; amendment of the rule is not necessary when the purchasing department hires additional staff.
* Add the contact person name to e-mails sent to customers. The contact person name is automatically extracted from the sales order (see illustration on the right).
Built for AX 2009 |
Built for AX 4 |