Trading Partner Email Notifications

The center of the third section of the Customer (or Vendor) Details page lists recipients of email notifications.

The center of the third section of the Customer (or Vendor) Details page lists team members who have been assigned to be recipients of email notifications. The type of representative determines the type of email notification. Descriptions of each default notification follow in the table below.

Note: Some implementations may vary from the default configuration.

Inside Sales	Does not receive any notifications.
Implementer	Receives email notifications for assign-key confirmations and rejections. See Assign Keys.
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 User.
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.

Editing Customer Details

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 Customer 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 trading partner information, follow these steps:

Click the Edit Pencil icon at the upper right corner of the middle section.
Change the information you want to change.
Click Save.

Note: This article replaces "Email Recipients and Customer Details."