Add / Modify Event Notifications

Event notifications are used to send automatic messages via email or SMS to employees alerting them to a status change. Statuses in different program modules can have notifications created, so you can have an event notification to your accounting personnel when a deal's status has been changed to 'Posted to Accounting', and a different event notification to alert your parts manager when a parts invoice has been updated to the 'Manager Review' status.

Note: Sending email addresses have to be set up in Infinity Reminders to be able to send email event notifications. 

Note: Your company must have SMS text messaging to be able to send SMS notifications.

1. Open the CRM module. 
2. Select Edit from the menu bar at the top of the screen. 
3. Choose the option to Add/ Modify Event Notifications. This will open the event notification setup window. 

4. Click the Add button in the lower left of the window. This will open a new, blank notification window.
5. Enter a description for the notification.
6. Choose the module's statuses that you wish to reference in the system mode dropdown. This selection will determine the status options below.

7. If you want this notification to apply to a single company, choose the company from the dropdown.
8. You can choose either a status change or other change for the notification.

• • Old Status - When used with new status, will send the notification when the status is changed only from this status to the new status. Leave the old status field blank if you do not care what the old status was.
  • New Status - Choose the new status. 
  • Action - Options are available for parts and service system mode selections.

9. Enter the email address that the email will be sent from. This email address must be set up in Infinity Reminders. Alternatively, you can enter the dealership's failover SMTP address into the From field.
10. Enter the email address or addresses where you want the event notification to be sent into the To field. You can select the To button to the left of the field to open a selector window to choose who you wish to reach each time the event occurs. Double-click over the desired option to add it to the bottom of the window, then click OK to close.

11. Enter a subject line for the event notification email.
12. Enter the text that you wish to send into the text box. To enter variable information, you may use the Insert Merge Field button in the lower left. This will enter information specific to the system mode you selected above.
13. Click the Save button in the lower right when you have finished making changes.
14. If you are done setting up event notifications, select the Exit button in the lower right of the window. If you wish to add another new event notification, you may select the Add button in the lower left.