Notifications

Selecting Notifications from the left side main menu you can see all the notifications generated in your organisation. To limit the results in the notifications table, the filters can be used.

The EXPORT ALL facility, can export the selected notifications to either a PDF or CSV format.

The Category filter can be used to limit the filters available for selection in the Notification Type. For example, to see all donors that have exceeded their commitment level for the tax year, you first select "DONOR" as the Category, then "DONOR_GA_LIMIT_EXCEEDED" within the Notification Type, and the results will be displayed in the table. There are 4 categories, Customer, Donor, Internal and Logistics, which have correspondonng types of notifications.

Both Email Delivery Status and Document Delivery Status are multi selection filters, meaning you can select more than one status and the results will be shown in the table.

Once you have filtered to select the notifications your require, on exporting, you are asked to confirm you have received the PDF or CSV files. On confirming this message any notification status that requires updating will automatically happen.

View Notification

On viewing the Notification, the tabs show the email or pdf document that has been issued to the Donor. This is available to print or download from the portal.

You can also from this page, view the template details used for the document.

The action of deleting a notification will be confirmed before being committed to the database.

You can also from this page, view the template details used for the document.

The action of deleting a notification will be confirmed before being committed to the database.