The center of the third section of the Customer Details page lists email recipients, including key team members by their title and the Processed Document Notification.
The name of the recipient determines the type of email notifications they receive. Descriptions of each follow.
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Inside Sales |
Does not receive any notifications. |
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Implementer |
Receives email assign-key confirmations and rejections. |
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Business Rep |
Receives email notifications on account status, document alerts, and errors. Note: While notifications on processed documents can potentially contain any email address, a Business Rep must have a user profile. See Adding a Contact. |
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Processed Document Notifications |
Receives email confirmations when production documents have been processed successfully in Conexiom. Note: Multiple emails can be added when addresses are separated by a semicolon, as with most email systems. For example: az@example1.com; bx@example1.com; cy@example1.com, etc. Also see Adding a Trading Partner and Removing a Trading Partner From the Customer List. |
The right side of the third section of the customer’s details page lists critical details that describe that customer’s configuration. This is the same information that was entered into the Add Customers dialog when the account was originally setup. This information can also be found in the Global Edit dialog that is accessed from the Customer List page.
To edit customer information, follow these steps:
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Click the Edit Pencil icon at the upper right corner of the middle section.
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Change the information you want to change.
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Click Save.