Business Alerts
The Business Alerts window allows for quick viewing and processing of key information related to various parts of the system. The Business Alerts can be configured, per user, to automatically open upon log in.
Reminders
The Reminders tab displays Notes that are assigned to users. Use the Assigned To filter to see notes assigned to your user, another user, or all users (there is a user permission to prevent a user from seeing other user's reminders). Additionally, you can use the Type and Due filters to further filter the list of reminders.
At the bottom of the note body there is a button that displays where the Note originated. For example, "Customer ABC - ABC Services" would indicate the note was added in the Customer window for ABC. If you click this button it will open up the related windows, in this example the Edit Customer window.
In the Reminders tab or in the related window, you can click the checkbox to mark the note as completed. Once a note has been marked as completed, the note will be removed from the Reminders tab, but it will remain in the related window with a completed status.
Customer Credit
The Customer Credit tab is made up of three sub tabs which display credit related information.
- Credit Held Customers
This tab shows all the customers that have a credit hold in effect, as well as the type of credit hold. - Overdue Invoices
A list of invoices which have a balance and are past their due date will be displayed here. - Disputed Invoices
An invoice can be marked as In Dispute in the Customer Invoice window. When an invoice is marked as "In Dispute", its balance is removed from the customer's credit evaluation. An invoice might be marked as In Dispute due to a customer believing they were invoiced at the wrong price. Until a resolution is determined, you can use the In Dispute feature.
Web Orders
If you've enabled the web store option to Skip Orders with Warnings, any Web Store orders that were skipped due to having a warning will appear in the Web Orders tab.
| Field | Definition |
|---|---|
| Web Store | This field will display the Web Store template ID that was used to import in the sales order. |
| Type | The Type will always be "Order". |
| ID | The Web Store order ID/Number. |
| Note | The reason the web store order was Skipped. You can hover your mouse over this field to see the full text explaining why the order was skipped. |
| By | This will display the user which imported in the Sales Order. |
| Date | The date the order was last attempted to be imported in. |
If the web store template is configured to retry importing orders with a warning, Acctivate will attempt to import these orders in during the next web store sync. Some warnings may resolve themselves, for example an order might be skipped because the web store is still processing the payment, while other warnings may require some action. For example, the web stores using a Product ID which isn't recognized by Acctivate. In that case, you may need to setup an Alternate Product ID in Acctivate to associate the web store product's identifier to the Acctivate Product ID.
Whether the template is configured to re-import these orders or not, you can choose to trigger a resync of these orders by either checking the boxes next to the skipped orders you want to import, or check the “Select All” to try to re-import all the orders. You can also use the Shift key on your keyboard to select a range of orders, then right click and choose “Check Selected”, or you can use Ctrl + mouse clicks to select specific orders. After making your selections, click Retry Import... to resync the selected orders. Additionally, you can use the Delete Checked button to delete any records from this list if you do not need to try to import them again.