Alert Zone

The Alert Zone is a grid that contains messages highlighting a variety of situations. Clicking on the hyperlink transfers you to an appropriate page.

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.

Alerts are produce from one of two sources.

Alerts are primarily produced by plugging in alert algorithms on the installation record. The alerts are shown based on the configured sequence on the installation record. Refer to Count Customer Contacts of a Given Type (CC-NBR-VALID) and Count Pay Plans with a Given Status (PP BY STATUS) for examples of such algorithms.

Alerts can also be created by system-generated alerts, which are also referred to as legacy alerts. To enable the system-generated alerts, set the Use Legacy Alerts Option Type on the General System Configuration Feature Configuration to Y. When this feature is enabled, the system-generated alerts are executed before the plug-in alert algorithms.

Note:

A plug-in version for each of the system-generated alerts is provided with the product in addition to many without a system-generated equivalent. If the legacy alert feature is enabled, you would not use the equivalent plug-in alert algorithm, otherwise, these alerts may appear twice on the Alert Zone.

You can introduce your own alert algorithms to highlight additional alert conditions based on your business rules.

The table below lists the system-generated alerts that may appear if the use legacy alert feature is enabled and the page to which you will be transferred if you click on the hyperlink. The table below lists alerts in alphabetical order, but it includes a column indicating the order in which the alert will appear.


Alert Text	Order	Description	Drill Down Transfers You To
Account alerts	6	Appears for each user-defined alert associated with an account.	Account - Alert
Account has Multiple Premises	24	Appears when the account has service agreements whose service points reference multiple premises	Control Central - Account Tree
Account SA(s) linked to Umbrella Agreement	41	Appears when the account has one or more service agreements linked to a non-canceled terms of service record for an umbrella agreement that is in effect on the current date.	Terms of Service - Main
Active Write Off Process	10	Appears when an account has an active write off process. Refer to How Are Write off Processes Cancelled for information describing when a write-off process is deactivated.	Write Off Process
Appointment Exists	37	Appears when a premise has a non-canceled, non-completed field activity that's linked to an appointment .	Appointment
Auto-Pay Active: auto pay method description	25	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
Cash-Only Account	11a	Appears when the account's cash-only score exceeds the cash-only threshold on the installation record. Refer to How are credit rating transactions created for information describing how a cash-only score is affected by various system and user events.	Account - C & C
Collection Process Active	8	Appears when an account has an active collection process. Refer to How Are Collection Processes Cancelled for information describing when a collection process is deactivated.	Collection Process
Collection Referral Active	9	Appears when the account has active collection agency referrals.	Collection Agency Referral
Comment Exists On Account	5	Appears when a free-form comment has been entered for the account (on Account - Main)	Account
Credit rating: NNNN	11b	Appears when the account's credit rating falls below the credit rating threshold on the installation record or the account’s CIS Division. Refer to How are credit rating transactions created for information describing how a customer's credit rating is affected by various system and user events.	Account - C & C
Field Activity Pending	19	Appears when any of the premise's service points have a pending field activity	Field Activity
Field activity type alert message	12	Appears when the premise has a service point with a completed field activity whose type has been marked with an alert message (refer to Field Activity Type)	Field Activity
Held Order Exists	32	Appears when the person has a held order.	Order
Installation dynamic alerts	42	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 (CC BY TYPCL) and Count Pay Plans with a Given Status (PP BY STATUS) for examples of such algorithms	Varies by plug-in
Landlord Exists	27	Appears when a landlord is linked to the premise	Premise
Last Contact: days old - user name who added the contact	3	Appears when the person and/or premise 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
Life Support / Sensitive Load on Person	1	Appears when any of the account's persons has life support or sensitive load information	Person
Life Support / Sensitive Load on Premise	2	Appears when the premise has life support or sensitive load information	Premise - Misc.
Multiple Financially Resp	26a	Appears when the account has more than one financially responsible person linked to it	Control Central - Account Tree
Non-cash Deposit	15	Appears when the account has non-cash deposits effective on the current date	Account - Deposit
n Open Contact(s) for Person / n Open Contact(s) Premise	4	Appears if there are open customer contacts associated with the person and/or premise. Refer to Customer Contacts Can Be Used As Case Files for more information.	Customer Contact
Pending Order Exists	31	Appears when the person has a pending order.	Order
Pending Proposal SA Exists	36	Appears when the account has a proposal service agreement in the pending state. Refer to Proposal SA State Transition for more information.	Service Agreement
Pending Quote Exists	34	Appears when the account has a pending quote. Refer to Quote Lifecycle for more information.	Quote
Pending SA Relationships	16	Appears when the account has SA relationships that are pending	SA Relationship
Pending Start	17	Appears when there is a service agreement in the state of pending start linked to the account. Refer to The Lifecycle Of A Pending Start Service Agreement for more information.	Start/Stop
Pending Stop	18	Appears when there is a service agreement in the state of pending stop linked to the account. Refer to The Lifecycle Of A Pending Stop Service Agreement for more information.	Start/Stop
Person is linked to Multiple Accounts	22	Appears when the person has multiple accounts. A person's accounts are maintained on the Account - Person page.	Control Central - Customer Information
n Persons on Account	26c	Appears when the account has multiple persons linked to it. An account's persons are maintained on the Account - Person page.	Control Central - Account Tree
Premise has Multiple Accounts	23	Appears when the premise has service points that are linked to non-closed non-canceled service agreements that are linked to different accounts.	Control Central - Premise Tree
Premise has n Child Premise(s)	40	Appears when the premise is defined as the parent premise for one or more premises. Refer to Define Premise Hierarchy for more information.	Premise Management
Premise is linked to Parent Premise	39	Appears when the premise defines a parent premise. Refer to Define Premise Hierarchy for more information.	Premise
Quotable Proposal SA Exists	35	Appears when the account has a proposal service agreement in the quotable state. Refer to Proposal SA State Transition for more information.	Service Agreement
Quote Awaiting Customer Response Exists	33	Appears when the account has a complete quote with a quote detail that references a quotable proposal SA. Refer to Quote Lifecycle for more information.	Quote
Reactivated SAs Exist	21	Appears when any of the account's service agreements exist in the state of reactivated (i.e., a financial transaction has been generated after the service agreement was closed ). Refer to The Lifecycle Of A Service Agreement for more information.	Service Agreement
SA type alert message	13	Appears when the customer has a service agreement with an SA type that has been marked with an alert message (refer to SA Type - Details) Note that if the account in control central has more than one service agreement, pressing the drill down button will also launch the service agreement search dialog.	Service Agreement
SA type description and status of a non-billed budget service agreement	14	Appears for every pending start, pending stop, and active Non-Billed Budget that is linked to the account.	Non-Billed Budget Service Agreement
Seasonal Address Exists	38b	Appears if the person 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)	38a	Appears if the person 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
Severance Process Active	7	Appears when any of the account's service agreement has an active severance process Appears when an account has an active severance process. Refer to How Are Severance Processes Cancelled for information describing when a severance process is deactivated.	Severance Process
Statement Construct Active	28	Appears if the person has an active statement construct	Statement Construct
Third Party Guarantor	26b	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