Automated E-mail Notifications

Firm administrators can now create automatically distributed daily logs of important activities through the E-Mail Notification Center. The following activities can be logged and distributed:

• Change of representative for an account 
• Month end security edits
• On book security edits
• Security close price edit
• Fee bill recalculation
• Fee plan edit
• Fee product edit
• Portfolio deletion
• Representative deletion
• Transfer of account data

**Other activity types will be added over time**

Note: When accessing the E-Mail Notification Center you will see a list of activities that are already programmed to deliver notification emails per occurrence in real-time. The distribution lists for these activities can me modified by simply clicking on each activity type and subsequently adding or removing email addresses from the recipient lists.

Adding an activity

1. Select “E-Mail Notifications” from the drop-down menu located on the Back-Office main screen.

   

    

2. The window will reopen in the E-Mail Notification Center. Click the button to create a new daily-log E-mail:

   

3. The window will reopen with a blank notification log ready to be completed. Now select your activity-type from the drop-down menu. Users can customize the E-mail details that each recipient will receive (Subject, Sender Address, Recipients, CC’d Recipients). Remember to click “ACTIVATE” when finished or your changes will not be saved.

Note: You can add as many or as few recipients to each activity log as needed. Also, the recipient lists can be modified at any time by simply returning to the E-Mail Notification Center and opening an existing activity-log instead of creating a new one.