This requires setup in the Config Console as well as IDI Desktop Client. Config Console setup is not accessible to IDI Desktop Client users and must be done by an authorized IDI associate.
Note
On-site customers are responsible for creating the stored procedure. ASP customers must contact their IDI Project Manager and request custom development of the stored procedure.
To send single e-mail notifications to a specific customer:
Config Console: covered here
Define a Data Source for each type of Delivery Method (E-mail and/or Dialer) you plan to use for sending single e-mail notifications via the Notification Wizard.
Create the stored procedure the Notification Wizard executes, when sending a single e-mail notification via the Dialer delivery method.
Define the "From" e-mail address to use in the notification template, when sending a single e-mail notification via the Notification Wizard.
Define the "From" e-mail addresses that can be selected from the drop-down list that is provided when you manually send a single e-mail notification.
IDI Desktop Client (covered below)
Create the template the Notification Wizard uses when sending single e-mail notifications via the e-mail delivery method.
Create the template the Notification Wizard uses when sending single e-mail notifications via the Dialer delivery method.
Creating Single E-mail Notification Templates
Next, you must define the template the Notification Wizard uses to send single e-mail notifications. You must configure a separate template for each type of Delivery Method you plan to use - E-mail and/or Dialer.
E-mail Delivery Method
From the IDI Desktop Client, configure a single e-mail notification template for the E-mail delivery method:
Click Applications > BackOffice Management > Customer Notifications > Manage Templates. This displays the Template Management window.
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Right-click anywhere within the data table and select New. This displays thee Add/Edit Template Properties window.
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The Add/Edit Template Properties window provides the following input fields:
Template Name
Name for the single e-mail notification template.
Display Name
Template name you want to display on the user interfaces that reference this template.
Source
Data source you created for this template.
Safe For Resubmit
Whether or not this single e-mail notification can be resubmitted (resent to the customer).
Checked: Single e-mail notification can be resent to the customer.
Unchecked: Single e-mail notification cannot be resent to the customer.
Description
Description of the purpose/use of this template.
Enter the information for the template you want to use, when sending single e-mail notifications via the E-mail delivery method.
Click Close to exit the Add/Edit Template Properties window, without creating a new template.
Click Save to create the new template.
Either double-click the template you just created or right-click the template and select Edit. This displays an empty Template Editor window.
Enter the script to populate the body of the e-mail notification with the desired message. The following is a sample script.
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Note
The output generated from the HTML code between "" and "" is included in the e-mail notification that is generated by the Generic Notification Wizard. The output generated from the HTML code between the "<@" and "@>" that follow "" is displayed in the Notes column on the Notification tab of the Customer # window.
Click Actions > Save to save your script for this template.
Click
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to close the Template Editor window.
Dialer Delivery Method
From the IDI Desktop Client, configure a single e-mail notification template for the Dialer delivery method:
Note
This is the same procedure that is used to create a template for the E-mail delivery method, except you enter different information into the template you create. Refer to the preceding E-mail Delivery Method section for information regarding the input fields provided in the Add/Edit Template Properties window.
Click Applications > BackOffice Management > Customer Notifications > Manage Templates. This displays the Template Management window.
Right-click anywhere within the data table and select New. This displays the Add/Edit Template Properties window.
Enter the information for the template you want to use, when sending single e-mail notifications via the Dialer delivery method.
Click Save to create the new template.
Either double-click the template you just created or right-click the template and select Edit. This displays an empty Template Editor window.
Enter the script required to execute the stored procedure to be used when sending single e-mail notifications via the Dialer delivery method.
Note
On-site customers are responsible for creating this stored procedure. SaaS customers must contact their IDI Project Manager and request custom development of this stored procedure.
Click Actions > Save to save your script for this template.
Click
to close the Template Editor window.