Sending a Single E-mail Notification Using a Template

In order to send single e-mail notifications via the Notification Wizard:

• Send Notification must be enabled under Security > Profiles > Permission Profiles > Application > CostGuard Client > Customer Notification > Notification History in your Permission Profile.

• From Template must also be enabled under Send Notification in your Permission Profile.

• Enable Send E-mail must be enabled in Customer Notifications > Delivery Configuration in the Configuration Console.

  From the Notifications tab on the Customer # window displayed for a specific customer, you can use the Notification Wizard to send a single e-mail notification to that customer:

• Right-click anywhere within the Notifications data table and select Send Notification > From Template.

  

  This displays the Generic Notification Wizard.

  

• From the drop-down list, select the Notification Type for single e-mail notifications and click Next. This displays the Select Template window.

  

• Select the single e-mail notification template you want to use from the first drop-down list.

• Select the Delivery Method you want to use from the second drop-down list.

• Click Finish to send the single e-mail notification to the displayed customer. This displays a confirmation window.

• Click Yes to send the single e-mail notification to the displayed customer. This displays another confirmation window.

  Note

  The confirmation window provides the Job ID that was assigned to this single e-mail notification.

• Click OK. The confirmation window is closed.

  The Notifications tab on the Customer # window is NOT automatically updated to include the single e-mail notification generated via the Generic Notification Wizard.

• To update the Notifications tab, right-click anywhere within the Notifications tab and select Refresh.

  Notes:

  • If Enable Send Email is not enabled in Customer Notifications > Delivery Configuration in the Configuration Console, the e-mail notification is logged as an error in the Notifications tab on the Customer # window. An e-mail notification is not sent to the customer.

  • The single e-mail notification is also logged in the Notification History, which you can view via Applications > BackOffice Management > Customer Notifications > Notification History Batches.

Resubmitting a Template-Based Single E-mail Notification

You can only resend single e-mail notifications that were generated by the Generic Notification Wizard. To do this:

1. Right-click the desired single e-mail notification and select Resubmit. This displays a confirmation window:

   

2. Click Yes to resend the e-mail notification. This displays a confirmation window:

   

3. Click OK to close the confirmation window.

4. To update the Notifications tab to include this single e-mail notification, right-click anywhere within the Notifications tab and select Refresh.

   Note

   The single e-mail notification is also logged in the Notification History, which you can view via Applications > BackOffice Management > Customer Notifications > Notification History Batches.