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Alerts Center


6. Alerts Center

The Alerts Center is available via the ACH Menu and the individual widgets can be added to the ACH Home page via the Add Widget dropdown.

6.1 Recipients & Recipient Groups

  • The Recipients and Recipient Group widgets display the existing recipients for your company. You may modify, delete or view the existing contacts.
  • Views can be changed utilizing the drop-down box on the right and you may add/delete columns by clicking the gear icon.
  • Click the Filter drop down to create a custom view by selecting the desired fields.
  • Views may be printed or exported.
  • To create a new recipient, select Insert at the top of the Recipient widget.
  • Enter the name and email address for your new recipient. Additional emails may be added by selecting the Add Another Contact Method.

    Add recipient

Once you have created recipients, you may add them to Recipient Groups.

  • Create a new recipient group by clicking Insert at the top of the Recipient Group widget. Begin by entering a Group name.
  • Or click Modify from Actions for an existing Group name
  • Add recipients by searching by name in the Recipient Name field. Simply start typing their name in the box.
  • Click Save when you have entered all the desired recipients.

    Add group

6.2 Alerts

  • The Alerts widget will display the existing alerts for your company. You may modify, delete or view the existing alerts.
  • Views can be changed utilizing the drop-down box on the right and you may add/delete columns by clicking the gear icon.
  • Click the Filter drop down to create a custom view by selecting the desired fields.
  • Views may be printed or exported.
  • To create a new alert, select Add New Alert at the top of the Alerts widget.

    Add alert

  • Enter the desired name in the Alert Name field.  Select a name that is meaningful to you.
  • Next, select the Alert Group from Payments and Transfers or Administration (based on your permissions).
  • The Alert Types drop down menu will populate based on the alert group selected.
  • The Alert Subject Line will populate based on the alert type selected.  You may create your own meaningful Alert Subject Line in that field.
  • Click Save when complete.

    Alert created

6.3 Alerts Center

  • The Alerts Center widget is the hub for all the alerts, recipients and recipient groups that have been created for your company.
  • In each of these tabs, you may modify, delete or view the existing details.
  • Views can be changed utilizing the drop-down box on the right and you may add/delete columns by clicking the gear icon.
  • Click the Filter drop down to create a custom view by selecting the desired fields.
  • Views may be printed or exported.
  • You may create new alerts, recipients and groups from this widget as well.

    Alerts center