Use the Configure Notifications window to add, edit, or remove notifications for a wide variety of events. For example, you can select to send notifications when staff members are added, edited, or deleted, or when data maintenance is complete, among other conditions. You define the condition and priority of notifications that are sent to recipients.
To manage notifications, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Notifications under Firm. System notifications that are selected as default or that you or your firm have previously configured display in a grid on the Configure Notifications window.
The event for which a notification will be sent. The condition defines the subject of the notification.
Note: The condition "Disabled staff was activated" has multiple triggers. This notification is generated when any of the following occur:
A staff member whose status is set to Inactive or Terminated is changed to Active.
The "login allowed" check box is selected for an Active staff member who previously did not have login rights for CCH Axcess.
Message
The message that defines the body of the notification.
Priority
The priority of the notification; High, Medium, or Low. The Priority column is editable.
Select By
The type of recipient. If multiple recipients exist for a notification rule, the parent row for the rule displays Multiple and can be expanded or collapsed. The Select By column is editable.
Note: The Select By types vary, depending on the selected condition. Most conditions allow you to select Client Responsible Staff, Email, Staff, or Team. Notifications for Client Responsible Staff, Staff, and Team are sent to the recipient’s Notifications pane on the Dashboard Home page.
Recipient(s)
The recipient of the notification. If multiple recipients exist for a notification rule, the parent row for the rule displays Multiple and can be expanded or collapsed. The Recipient(s) column is editable.
If your Select By option is Client Responsible Staff, Staff, or Team, click in the field and enter a letter in the box to go to names that begin with that letter.
Click in the Priority, Select By, or Recipient(s) columns to edit these values, if needed.
Add notifications or recipients, or remove notifications using controls that are located above the grid.
Component
Description
Add Notification
Opens the Add Notification window. Move one or more available notification conditions to the selected notifications list, and then select the priority and recipient options. See Adding Notification Conditions From Dashboard for more information.
Copy Condition
Copies the selected row to create a new condition. The new condition is inserted below the original condition. The original condition and message are copied and the other columns are set to their default values that can be changed, if needed.
Add Recipient
Inserts a new row below the selected condition. You can then select a value from the Select By and Recipient(s) columns. If adding the second recipient for the condition, an additional row is inserted with values inherited from the parent row's Select By and Recipient(s) columns and the values in the parent row are changed to Multiple.
Saves the changes and leaves the window open. This allows you to edit the current entries or perform additional work in the same window. An error displays if you click this button before entering all required information.
Save & Close
Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
controls that are located above the grid.