Any alerts associated with a contract are entered while creating a new contract, during an amendment or a contract renewal.
Alerts are sent directly to a user's email inbox, with the alert name as the email subject. The convenient feature allows users to be privy of actions made, without logging into Unimarket.
Additionally, the alert function will remind users of any time-related matters for a contract. Use cases when alerts can assist the Community are:
- When desiring to negotiate the renewal terms of a contract with a supplier, ahead of time.
- Confirm payment has been sent.
- To review a contract for necessary amendments.
Any alerts created, will be documented in the Alerts tab and can be viewed before or after the alert has been issued.
Access the Alerts Tab
To access to the Alerts tab, select Alerts.
Add Alert
To add an alert, select +Add Alert > a pop-up box will appear.
Non-Reoccurring Alerts
In the Name field, enter the desired alert name > in the Date field, select the date and time > click Add. To add additional alerts, select Add More.
The alert will be sent on selected day each month/quarter/year and will automatically end when the contract ends.
Once the contract is created, additional alerts can be added, by amending the contract. For additional information about amendments, refer to help article Amending a Contract.
Once completed, select Finish to submit the contract. To go back to the Members tab, select Back. Cancel will end all entered contract information, to begin a new contract.
Reoccurring Alert
Check the Reoccurring box > in the Name field, enter the desired alert name > in the Frequency field, choose from the available options > in the Date field, select the date and time > click Add. To add additional alerts, select Add More.
The alert will be sent on selected day each month/quarter/year and will automatically end when the contract ends.
Once the contract is created, additional alerts can be added, by amending the contract. For additional information about amendments, refer to help article Amending a Contract.
Once completed, select Finish to submit the contract. To go back to the Members tab, select Back. Cancel will end all entered contract information, to begin a new contract.
View Alerts Issued
To view alerts issued once the contract is Active, go to the Contracts module > select Contracts > locate the desired contact > select the Alerts tab > check the Show Issued Alerts.
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Note: For additional information, refer to help articles: Viewing & Managing Contracts or Creating a New Contract - Manually. |