Home > Notifications > Base Notifications > Member Support Notifications > Contact Tracking Scheduled Alert
The process will select all contact tracking records for a Personify user that are not resolved and their Due Date is in the past. The user’s “Allow Email Alerts”, seen on the User Security Maintenance screen must, be “Yes”. The frequency that this procedure runs is controlled from Event Interval section of the Notification Maintenance screen.
Event Stored Procedure Name: usp_NOTIFY_MRM_ALERTS
Chronicle Table Name: NOTIFY_MRM_ALERT_CHRONICLE
There are three counts that are reported in the email:
· Overdue = Contact tracking records where the Due Date is less than today’s date.
· Today’s count = Contact tracking records where the Due Date is equal to today’s date.
Future count = Contact tracking records where the Due Date is greater than today’s date.
If you want to give more time to staff before they are sent email for open records, then consider this change:
Add a calculation in the stored procedure to select those records that are ‘n’ days past the due date to reduce or delay reporting recent records.
Attention ##email.name##,
Following is a summary of your unresolved contact tracking items.
Overdue: ##overdue_count.overdue_count## items
Person Contacted |
Topic |
Text |
Contact Date |
Due Date |
##person_contacted## |
##call_topic_code## |
##activity_text## |
##activity_date## |
##followup_date## |
Due Today: ##todays_count.todays_count## items
Person Contacted |
Topic |
Text |
Contact Date |
Due Date |
##person_contacted## |
##call_topic_code## |
##activity_text## |
##activity_date## |
##followup_date## |
Due in the Future: ##future_count.future_count## items
Person Contacted |
Topic |
Text |
Contact Date |
Due Date |
##person_contacted## |
##call_topic_code## |
##activity_text## |
##activity_date## |
##followup_date## |
Log in to personify to take action on these items. Items marked resolved will no longer appear on your daily alert.