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Alpha Alerts

Features​

Alerts are give and take. Make it easier for your users to distinguish what is important and what to pay attention to by sorting alerts alphabetically. 🔤

Setup​

  1. In Encompass, create a custom field called CX.ALERTS.ALPHA a. Field Type = Checkbox
  2. If you want alerts to always be sorted alphabetically, set the custom field to "X". Otherwise you can set the field on a case by case basis using business logic such as a field trigger.

Custom Field Setup

  1. In Encompass
  2. Click on the Settings Menu
  3. Expand the Community Menu
  4. Click on PluginManagement

Community Plugin Menu

  1. Select AlphaAlerts from the Plugin menu
  2. Enable All Access or configure more fine tuned access using either Personas or Users

Usage​

  1. Once the alert sorting capability is enabled upon opening a loan in Encompass, users should see their alerts sorted alphabeticallly.

Before

Alerts Not Sorted Alphabetically

After

Alerts Sorted Alphabetically