Alerts - All
Contents
As part of the 360 degree view of a customer's record, the Alerts Grid on the Customer Console displays helpful information about a customer's record and/or their vehicles. The Customer Service Representative can then inform the customer of items expiring or items that may prevent them from obtaining a product. The Alerts Grid on the console displays the top five alerts. If there are more than five alerts, there's an option to view all alerts for the customer.
To Process Alerts - All Inquiry
| 1. | If not already open, Open the Customer Console using the customer's number or name. |
From the Console Go To ..... |
Steps to Follow ..... |
|---|---|
Alerts Grid |
If the customer has an Alert, the description is displayed under the Alert column and the Direct command is listed under the Direct column. In some cases the alert is just a message and the Direct command column field will be blank. Customer's with more than five alerts will display the ALERTS option. By clicking this all alerts will display in a grid. ALERTS More Alerts exist for Customer 1.Clicking the 2.Continue with step 2. |
Quick Navigation |
Not available for this transaction. |
Transaction Menu |
1.Click the Transaction Menu button in the Main Menu Bar. 2.Navigate to Customer Inquiries>Customer>Alerts - All(ALERTS) and click. 3.Click the Inquire 4.Continue with step 2. |
Command Line |
1. Enter ALERTS on the Direct command line, then press the Enter key. 2. The Alerts - All grid opens 3. Continue with step 2. |
2. Clicking the 
button will launch the transaction listed under the Direct column. Use the Transaction Menu or Direct Command line and in some cases, the Vehicle grid to continue if the Direct Command is blank.
3. Click the Close 
button to close the transaction.