Highlighting The Existence Of Broken / Kept / Active and Denied Pay Plans

You can define on the installation record plug-in algorithms that format alert messages. (Refer to Installation Options - Algorithms for additional information.) We recommend that you take advantage of the following algorithms to highlight pay plans:

• Highlight pay plans in a given status. This algorithm is used to highlight pay plans in a given state (broken, kept, cancelled) that were started within the last X days.
• Highlight customer contacts of a given type. This algorithm would be used to highlight customer contacts of a given type that were created within the last X days. This would be useful if you create a specific type of customer contact when you deny a pay plan. Some utilities do this to prevent customers from shopping around.

In addition, you can define account-specific alerts to highlight customers that should never be allowed to have a pay plan (for whatever reason).