Alert Groups include a Description that is the name of the group and will be assigned to a customer within the AR Credit & Collections > Customer Settings dialog, a Default flag can be set to make the group the default for all customers not assigned to any particular group, and a selection grid where individual alerts can be assigned to a group.

 

Figure 49: Collections > Alerts > Alerts Groups

 

Alert Group settings are described below.

 

 

Alert Groups Settings	Description
Alert Groups	Select and display an established Alert Groups record.
Add	Activates the Alert Groups section for new record entry.
Delete	Permanently removes the selected record without warning.
Description	Enter or display the name of the alert group (up to 128 characters).  Values entered here will be visible within AR Credit & Collections > Customer Setup > Alert Group field.
Default	Identifies a group as being a default for all customers not assigned to a particular alert group.  Only one Alert Groups record can have the default flag set; selecting the Default will switch the flag from another group that may have had the flag set. Important: Default alert groups will apply to all customers not assigned to an Alert Group through Customer Settings, i.e. once a customer is assigned to a group it can only receive alerts based on that Alert Group and not the default group.
Select Alerts for this Alert Group	Select the alerts defined in the Alert section that will be associated to this group.
Save	Save will keep changes to the active alert group.
Cancel	Cancel will discard changes made to the active alert group.

 

 

Use the procedure below to create a Collection Alert Group.

 

Creating an Alert Group

1.   In MoversSuite Administration (web),

2.   Access the Collections > Alerts screen,

3.   In the Alert Groups section, press Add and the fields will become active,

Figure 50: Sample alerts

4.   Enter a Description (up to 128 characters) for the Alert Group.  The description entered here will be assigned to a customer within the AR Credit & Collections > Workflow > Customer Setup > Alert Group field,

5.   Check the Default box to set this group as the default record to be applied to all customers not assigned to a particular group, 

Note:  Only one Alert Group can be set as a default.  Setting the Default flag on a group when it has already been set for another group will, in effect, move the flag to the current group.

Important: Default alert groups will apply to all customers not assigned to an Alert Group through Customer Settings, i.e. once a customer is assigned to a group it can only receive alerts based on that Alert Group and not the default group.

6.   Place a check next to the alerts in the Select Alerts for this Alert Group section that will be evaluated for customers assigned to the group,

Figure 51: Sample selected alerts

7.   Press Save to add the group record.

 

Editing and Deleting an Alert Group

 

Alert group records are immediately available to be edited.  Simply update the Description, check the Default flag, or make selection to the alert listing and the Save and Cancel buttons will become active.