Alert when a payment is posted for a customer on hold with a specified on-hold code.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert was designed to watch for a payment received on any account that has a specific On Hold code. Example If you send a customer account to a collection agency and create an OnHold code of Example CT = Collection Terminate. Your customer then sends the payment directly to you rather than the agency. This alert then notifies so you can forward the amount due for collection and/or notify the agency that the account has been paid and pay their fee. This alert will notify when a payment is received against a customer account that has been placed on (VarW) specific On Hold code(s). Separate codes by a comma. If left blank On Hold code will default to CH (system default).
Run Schedule: Every 2 hours on weekdays
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: OnHold codes - List the on-hold codes for the alert to monitor, separate multiple codes with commas. If left blank, it defaults to "CH" for credit hold.
Variable X: Branch number - List branch numbers you want the alert to trigger on, separated by commas. Leave blank for all branches.
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Alert Functionality
Alert Functionality
1. When a payment is created for a customer on hold with one of the specified on-hold codes, the alert will trigger. The customer will only trigger the alert once per payment.
2. You can see the list of existing on-hold codes under the Tools menu, then Lists and codes and On hold codes:
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Best Practices & Tips
Best Practices & Tips
1. See documentation here on best practices for using e-agent to place customers on hold and then release the hold code.
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Related Alerts
Related Alerts
ID185 - List of customers on hold
ID581 - Advise Sales Rep of Customers on Hold
ID894 - Large Payment Received
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