ALERTS Quick Reference Guide
ALERTS Quick Reference Guide Mercantil TreasuryConnect
Alert Center This function configures the system to automatically send email alerts when certain conditions occur. Although you can enter email recipients directly on the alert screen, we recommend that you setup the recipients before creating alerts.
TO ADD RECIPIENT 1
From Administration and Settings menu, select Alerts Center
2
The Alerts Center screen will display
3
Scroll down to Recipients
4
Click Insert
5
Enter email detail information
ALERTS Quick Reference Guide I 2
6
Click Add Another Contact if you want to add a different mode of contact for this recipient, such a secondary email address or phone
7
Click Save
8
Recipients will appear in list view screen
1
From the Administration and Settings menu, Select Alerts Center
2
The Alert Center screen will display
3
Click Add New Alert
TO ADD ALERTS
ALERTS Quick Reference Guide I 3
4
Select the detail information for Alert Group from the drop-down menu
5
Select the detail information for Alert Type from the drop-down menu
6
Enter Alert Name
7
Select the recipient name from the drop-down menu
8
Check the appropriate checkbox for the type of message you want the recipient to receive a. Email b. SMS (TEXT) c. Phone d. Fax
9
Click Continue
10 Additional fields will appear 11 Enter detailed information 12 Click Save
ALERTS Quick Reference Guide I 4
Contact Us Online Support Call Center Toll free: 1-866-806-8125 Telephone calls from any other locations: (305) 629-1260 Toll free from Venezuela: 0-800-100-5469 Hours: Monday - Friday 7 a.m. – 8 p.m. EST. Saturday 8 a.m. – 5 p.m. EST.
April 2017
www.mercantilcb.com
Alert Center This function configures the system to automatically send email alerts when certain conditions occur. Although you can enter email recipients directly on the alert screen, we recommend that you setup the recipients before creating alerts.
TO ADD RECIPIENT 1
From Administration and Settings menu, select Alerts Center
2
The Alerts Center screen will display
3
Scroll down to Recipients
4
Click Insert
5
Enter email detail information
ALERTS Quick Reference Guide I 2
6
Click Add Another Contact if you want to add a different mode of contact for this recipient, such a secondary email address or phone
7
Click Save
8
Recipients will appear in list view screen
1
From the Administration and Settings menu, Select Alerts Center
2
The Alert Center screen will display
3
Click Add New Alert
TO ADD ALERTS
ALERTS Quick Reference Guide I 3
4
Select the detail information for Alert Group from the drop-down menu
5
Select the detail information for Alert Type from the drop-down menu
6
Enter Alert Name
7
Select the recipient name from the drop-down menu
8
Check the appropriate checkbox for the type of message you want the recipient to receive a. Email b. SMS (TEXT) c. Phone d. Fax
9
Click Continue
10 Additional fields will appear 11 Enter detailed information 12 Click Save
ALERTS Quick Reference Guide I 4
Contact Us Online Support Call Center Toll free: 1-866-806-8125 Telephone calls from any other locations: (305) 629-1260 Toll free from Venezuela: 0-800-100-5469 Hours: Monday - Friday 7 a.m. – 8 p.m. EST. Saturday 8 a.m. – 5 p.m. EST.
April 2017
www.mercantilcb.com
