Filter alert criteria, Assign e-mail sms recipients – OpenEye SaleGuard User Manual
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1.
Click
Add
in the
Alert Criteria
area.
2.
Select the
Object
you want to filter.
3.
Set how this object will be compared in the
Please Select the Operation You Want To Perform
field.
4.
Select the
Value
for the filter.
Example:
If you select
Amount of Item Processed
in the first field,
Is Greater Than
for the
Operation
field, and
$20.00
for the
Value
field, SaleGuard will create an alert for every transaction that is
more than $20.00.
5.
To further specify your search, click
Add
again and repeat steps
1
through
4
.
Example:
To specify the time of day for the alert, select
Time of Entry
in the
Object
field. You can
select
Is Less Than
in the
Operation
field, and then set the
Value
to
11:30
. Combined with
the earlier example filter, this alert will activate whenever a transaction of more than $20 takes
place before 11:30 am.
1.
Click
Add
in the
Email/SMS Recipients
area.
2.
To create a new contact, click
Add
.
3.
Type the appropriate information into the
First Name
,
Last Name
,
Email Address
,
Phone
Number
,
Phone Carrier
, and
Preferences
fields.
4.
Click
OK
.
5.
Select an existing contact from the list, and then click
Select
.
6.
When you have finished setting all parameters for this alert, click
Save and Close
.