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cats:procedures:pastduenotification [2021/03/16 01:41] – wiki_admin | cats:procedures:pastduenotification [2022/06/06 19:40] (current) – [Notification Triggers] wiki_admin |
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The "Triggers" tab of the past due dialog contains a list of all the triggers for the current work item. You can move between the triggers by clicking on the numbers in the column on the left-hand side. | The "Triggers" tab of the past due dialog contains a list of all the triggers for the current work item. You can move between the triggers by clicking on the numbers in the column on the left-hand side. |
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- Click on the "Add Triggers" button to create a new trigger. | * Click on the "Add Triggers" button to create a new trigger. |
- You can change the trigger due date threshold by entering the new threshold into the field. | * You can change the trigger due date threshold by entering the new threshold into the field. |
- Click on the "Remove" button to remove the current trigger. | * Click on the "Remove" button to remove the current trigger. |
- Click on "Copy previous trigger" to pull the message from the prior trigger. | * Click on "Copy previous trigger" to pull the message from the prior trigger. |
- Enter the text for the past due notification message. | * Enter the text for the past due notification message. |
- Enter the subject line for the past due notification message. | * Enter the subject line for the past due notification message. |
- Enter an interest rate which will display in the invoice list. | * Enter an interest rate which will display in the invoice list. |
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Check the box labeled "Send daily reminders" to have the trigger activate every day after the threshold is met. This allows you to send a reminder notification daily, rather than waiting for a specific date. | Check the box labeled "Send daily reminders" to have the trigger activate every day after the threshold is met. This allows you to send a reminder notification daily, rather than waiting for a specific date. |
==== Working with Past Due Contacts ==== | ==== Working with Past Due Contacts ==== |
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| [{{:cats:procedures:workscheduler_contacts.png?|}}] |