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Customer service notification preferences

Customer service notification preferences

Customers can add devices and specify email addresses to be used for notifications.

Customers can add the following types of devices:
  • Email
  • Push
  • SMS
  • Voice

After adding a new device, customers can configure the device to receive notifications.

Add a device for customer service notifications

Customers can add devices to be used for notifications.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

Procedure

  1. Click the user name in the portal header to display the user profile information.
  2. Click the Notification Preferences related link to display the Notification Preferences form.
  3. Click the Add Device button in the form header to display the New Device form.
    Table 1. New Device form
    Field Description
    Name The name of the device.
    Type The type of notification device:
    • Email
    • Push
    • SMS (default)
    • Voice
    Phone number The user's phone number.
    Service provider The user's service provider.
    Email address The user's email address.
    Push application The push application to be used for notifications.
    User The user's name.
    Order The order in which the selected device receives notifications.
    Active Enables this device to receive notifications.
  4. Enter a name for the device in the Name field.
  5. Select the type of device in the Type field.
    The remaining fields displayed depend on the type of device selected.
    • If Email, enter an address in the Email address field.
    • If Push, select an application in the Push Application field.
    • If SMS, enter a phone number in the Phone number field and select a provider in the Service provider field.
    • If Phone, enter a phone number in the Phone number field.
  6. (Optional) Select a different user in the User field.
  7. Enter a number in the Order field.
  8. Enable the Active check box.
  9. Click Submit.

View or update notification preferences

Customers can add devices and specify email addresses to be used for notifications.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

Procedure

  1. Click the user name in the portal header to display the user profile information.
  2. Click the Notification Preferences related link to display the Notification Preferences page.
  3. Select a device from the Notification Preferences list.
  4. Make any desired changes to the fields on the device form.
  5. Click Update.