To configure CPNI Notification settings:
Go to Applications > CPNI > CPNI Configuration Settings and click the Notifications tab.
Complete the fields in the PIN and Account Change panes.
PIN Notifications
In this area of the Notifications tab, you can configure the rank and delivery type for notifying a customer of a PIN change. Rank indicates the priority of the delivery type. A delivery type with a rank of 1 means that this delivery type will be used first to send a notification. Should the delivery type be invalid, then the system goes to the next ranked delivery type. So, if e-mail is ranked #1, and there is no e-mail address on the account (and Letter is ranked #2), then the notification will default to postal mail.
rank
Rank indicates the priority of the delivery type. A delivery type with a rank of 1 means that this delivery type will be used first to send a notification. Should the delivery type be invalid, then the system goes to the next ranked delivery type. So, if e-mail is ranked #1, and there is no e-mail address on the account (and Letter is ranked #2), then the notification will default to postal mail.
To add a PIN Delivery Type:
Right-click in the white space under PIN Notifications and select Add to display a specific Delivery Type.
At the Choose Delivery Types window, select the type to add and click OK. (To add multiples, hold the Shift key and click all the types you want.)
To remove a PIN Delivery Type:
Right-click the Delivery Type to be removed, and select Remove to delete it from the list.
To change the Rank of a Delivery Type or Account Type:
Left-click a Delivery Type to change its rank, then click either the up or down arrow in the middle of the window.
Click it once to move it by one increment, click twice for two increments and so forth.
Clicking the up arrow promotes in the list and clicking the down arrow demotes in the list.
You can also promote or demote a Delivery Type by left-clicking it and clicking the left arrow.
This displays the Move to Rank window.
In the Move to Rank window, enter a number in the New Rank field and click OK to change its position.
Account Change Notifications
In this area of the Notifications tab, you can configure the rank and delivery type for notifying a customer of an account change. You can also set a threshold for a delivery type.
Rank indicates the priority of the delivery type. A delivery type with a rank of 1 means that this delivery type will be used first to send a notification. Should the delivery type be invalid, then the system goes to the next ranked delivery type. So, if e-mail is ranked #1, and there is no e-mail address on the account (and Letter is ranked #2), then the notification will default to postal mail.
A threshold means a distinct period of time.
Adding an Account Change Notification Delivery Type
Right-click in the white space under Account Change Notifications and select Add to display a specific Delivery Type.
At the Choose Delivery Types window, select the type to add and click OK. (To add multiples, hold the Shift key and click all the types you want.)
Removing an Account Change Notification Delivery Type
Right-click the Delivery Type to be removed, and select Remove to remove it from the list.
Changing the Rank of an Account Change Notification Delivery Type
Left-click an Account Type to change its rank, then click either the up or down arrow in the middle of the window.
Click it once to move it by one position, click twice for two positions and so forth.
Clicking the up arrow promotes it in the list and clicking the down arrow demotes in the list.
You can also promote or demote an Account Type by left-clicking it and clicking the left arrow.
This displays the Move to Rank window.
In the Move to Rank window, enter a number in the New Rank field and click OK to change its position.
Modifying the Threshold for a Delivery Type
To modify a threshold for a delivery type:
Right-click the notification delivery type that you want to change. This displays the Modify Threshold window.
Enter a number in the Threshold Hours field (following the guidelines set by your company).
Notes
This is ONLY used for a letter notification.
If you are setting the threshold for notification by letter, and you enter 1, this means that only one notification will be sent within a one hour period.
Other Settings
Complete the information in the bottom of the configuration form as needed:
SMS Email Domain | Specify the domain name to be used for SMS text messages. |
Email From Address | Specify the sender address for all PIN/account change notifications. (required) |
Provider Name | Specify the provider name to be used for a given pin/account change notification. Provider name is the name of the carrier. (required) |
Support Phone | Specify the phone number to be used for all PIN/account change notifications. (required) |
Test Mode | Check this box to configure the system to be in test mode. When checked, notifications are sent to the Test Email or the Test SMS. (By default, it is unchecked.) |
***Test Email*** | Specify a test email address. |
***Test SMS*** | Specify a test SMS number for SMS messages. |
Notification Follow-Ups Assigned To | Specify a user group to assign notification follow-ups. (A follow-up is sent when a notification cannot be sent to an intended recipient.) |
Confirm Account Change Notifications | Check this box to configure the system to warn users that an account change notification will be sent to a subscriber. (By default, it is unchecked.) |
Notification on Numeric Edits Only | Check this box to configure the system to evaluate address changes that are either numeric modifications or text changes. It checks for numeric edits including Street 1, Street 2, Street 3 or zip code. It also does a text comparison of street names. For example, if a customer's address is changed from 2 West Main to 77 High Street, a notification is sent; or if an address is changed from 10 Elm Street to 10 Grove Terrace, a notification is also sent. (By default, it is unchecked.) |