This document describes the process of viewing and setting up user and system alerts in Profit Tools.
Viewing User Alerts
To view user alerts go to System, Alerts, and select "Show My Alerts".
Setup User Alerts
User Alerts can be managed by PTADMIN and activate or deactivate alerts for all groups, or a select group of users. Detail is also provided for users who have deactivated alerts and the number of times.
Setup System Alerts
To setup system alerts, login as PTADMIN, go to System, Alerts, and select "Add System Alert".
Setup Company Alerts
To setup company alerts, right-click on the company name and select "Add Alert". Company Alerts can be added from the company information window, the shipment summary, the itinerary, the search and billing windows, and the shipment information window. Company Alerts can be set for any of the itinerary event companies, the bill to company, or the forwarder and agent companies.
Setup Employee Alerts
To setup employee alerts, right-click on the driver name in the employee window or right-click on the employee name in the itinerary and shipment event details window and select "Add Alert".
Setup Equipment Alerts
To setup equipment alerts, right-click on the equipment icon displayed in the itinerary, shipment event details window, or the equipment reference number in the equipment details or shipment window and select "Add Alert".
Setup Shipment Alerts
To setup shipment alerts, right-click on the shipment TMP number in the shipment summary window, billing window, search window, itinerary window, or shipment details window, and select "Add Alert".
Setup Event Alerts
To setup event alerts, right-click on the event type within the itinerary or shipment itinerary events window, and select "Add Alert".
Setup Item Alerts
To setup item alerts, right click on an item in the shipment window, and select "Add Alert".