Setting up Forwarder Notifications

You can configure notifications that can be automatically sent to Forwarders.

  1. Navigate to the Forwarders screen. Click Master Data > Forwarders.
  2. Query the Forwarder record where you want to set up notifications.
    1. Click Query (F7) or press F7.
    2. Enter a Forwarder detail, such as the Name or Short Name.
    3. Click OK.
    The Forwarder is retrieved. If multiple Forwarder records are retrieved, select the record you want to modify from the Record List.
  3. Click Edit (F2) or press F2.
  4. Enter the new notification in the Notifications Table.
    The Notifications Table is found in the lower left portion of the Details tab of the Forwarders screen.
    1. Select the desired Action in the Action column.
    2. Enter the Value/Fax if applicable.
    3. Enter the Forwarder's email address under the Email column.
  5. Click OK to save the notification action.