Creating a Notification

Work Flow Notifications enable you to take common situations, such as donations being sold or changed, or patrons creating records via the internet, and send notification emails to certain employees who will be responsible for tracking changes to the database.

You must have purchased the Web Sales Module in order to use Work Flow Notifications.

Creating a Notification

1. To Access Work Flow Notification Setup, go into the Setup Menu - Users and Access - Work Flow Notification

   

   This will open the list of all notifications that are setup in your system.

   

2. Click the New button.

   

3. Select the Notification Type from the list.

   

   These notifications are setup in the Code Tables.

4. Select an Form Letter to use for this notification by clicking the Letter button.

   For more information about Form Letters, click here.

5. Select the form letter that corresponds to the notification that you are setting up.

   

6. Click Select

   

7. Select whether this email will be sent when the event is added, changed or deleted.

   This allows you to send emails to different employees for different situations. For example, not all employees will need to be notified if a donation is changed, but more will be on the list for donations being added.

8. Enter any notes to describe what this notification is to be used for.
9. Select whether the notification will be sent for Box Office, Internet Sales, or both.
10. Click the Send Email To tab.

    

11. Select the employees that will receive this notification.

    If an employee does not have an email address, you will need to enter one for them to be added to a notification. Click here for Employee Setup.

12. Click the Save button.