The Alert Zone is a grid that contains messages highlighting a variety of situations. Clicking on the hyperlink transfers you to an appropriate page. The following table lists the various alerts that may appear and the page to which you will be transferred if click on the hyperlink. The table lists the alerts in alphabetical order, but it includes a column indicating the order in which the alert will appear.
You can create additional alert conditions. The following table contains those alerts supported in the base package. It is possible to highlight additional conditions by plugging-in the appropriate algorithm(s) on the installation record. Refer to Count Customer Contacts of a Given Type and Count Pay Plans with a Given Status for examples of such algorithms.
Account alerts are implementation-specific. On Account - Alerts, a user can define account-specific alerts that should be displayed whenever the account is selected. The Alert Types control table contains the possible alert messages.
|
Alert Text |
Order |
Description |
Drill Down Transfers You To |
|
Account alerts |
4 |
Appears for each user-defined alert associated with an account. |
Account - Alert |
|
Account has Multiple Locations |
12 |
Appears when the account has Obligations that are linked to different locations |
Control Central - Account Tree |
|
Auto-Pay Active: auto pay method description |
13 |
Appears when the account has an automatic payment option effective on the current date. The auto pay method description (i.e. Direct Debit or Payment Advice) appears only if payment advice functionality is enabled. Refer to Payment Advices for more information on payment advice functionality. |
Account - Auto Pay |
|
Collection Referral Active |
5 |
Appears when the account has active collection agency referrals. |
Collection Agency Referral |
|
Comment Exists On Account |
3 |
Appears when a free form comment has been entered for the account (on Account - Main) |
Account |
|
Compliance rating: NNNN |
6b |
Appears when the account's compliance rating falls below the compliance rating threshold on the installation table. Refer to How are compliance rating transactions created for information describing how a taxpayer's compliance rating is affected by various system and user events. |
Account - Collections |
|
Installation dynamic alerts |
16 |
You can install plug-in algorithms on the installation record that will create alerts (if given situations exist). Refer to Count Customer Contacts of a Given Type and Highlight Active Overdue Processes for examples of such algorithms |
Varies by plug-in |
|
Last Contact: days old - user name who added the contact |
1 |
Appears when the person has a customer contact. The "days old" presents how old the contact is (based on the contact's date). The word Today is shown if the last contact was on the current date. The word Yesterday is shown if the last contact was on the current date - 1 day. If neither is applicable, the number of days old is shown. |
Customer Contact |
|
Location has n Child Location (s) |
17 |
Appears when the location is defined as the parent location for one or more locations. Refer to Define Location Hierarchy for more information. |
Location Management |
|
Location is linked to Parent Location |
16 |
Appears when the location defines a parent location. Refer to Define Location Hierarchy for more information. |
Location |
|
Multiple Financially Resp |
14a |
Appears when the account has more than one financially responsible person linked to it |
Control Central - Account Tree |
|
Obligation type alert message |
7 |
Appears when the taxpayer has an obligation with an obligation type that has been marked with an alert message (refer to Obligation Type - Details) Note that if the account in control central has more than one obligation, pressing the drill down button will also launch the obligation search dialog. |
Obligation |
|
Obligation type description and status of a pay plan |
8 |
Appears for every pending start, pending stop, and active pay plan that is linked to the account. |
Pay Plan |
|
n Open Contact(s) for Person |
2 |
Appears if there are open customer contacts associated with the person. Refer to Customer Contacts Can Be Used As Case Files for more information. |
Customer Contact |
|
Person is linked to Multiple Accounts |
10 |
Appears when the person has multiple accounts. A person's accounts are maintained on the Account - Person page. |
Control Central |
|
n Persons on Account |
14c |
Appears when the account has multiple persons linked to it. An account's persons are maintained on the Account - Person page. |
Account - Person |
|
Reactivated Obligations Exist |
9 |
Appears when any of the account's obligations exist in the state of reactivated (i.e., a financial transaction has been generated after the obligation was closed). |
Obligation |
|
Seasonal Address Exists |
15b |
Appears if the account has a seasonal address and there is no seasonal address active on the current date. |
Person - Correspondence Info |
|
Seasonal Address Currently Effective (MM/DD - MM/DD) |
15a |
Appears if the account has an active seasonal address that is effective on the current date. The date range that the seasonal address is effective is included in the alert. |
Person - Correspondence Info |
|
Third Party Guarantor |
14b |
Appears when the account has a third party guarantor. An account's third party guarantors are maintained on the Account - Person page. |
Control Central - Account Tree |
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