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How To Customize Client Email Alerts

ValueLink offers a highly flexible and customizable email alert system, empowering you to tailor the notifications sent to clients based on your unique requirements and preferences. To understand how to customize client alerts please follow the step by step guide. 

 

1. From the Dashboard click Admin to access the Company Setting section. 

All €ValueLink' Appraisal Horne Ord«s • AVM • Reports Accounts • apo Admin Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME Switch To Teams Workmard Create New Order v Today ORDER STATISTICS No orders wee created dwing this time span ORDERS BY STATUSES 52 QUICK STATS No orders were created during this time span ORDERS WITH UNREAD COMMENTS

 

2. In Company settings, click on Actions and scroll down to Client Permissions and select Manage Alerts. 

 

3. On the Customize Client Alerts screen select the alert you wish to customize. 

CUSTOMIZE CLIENT ALERTS Select Alert Alert Name (required) Select One Select One New Comment Alert New Document Alert New Order Alert Order Accepted By Vendor Alert Payment Request Sent to Borrower Payment Requested from Borrower Status Update Alert Save Alert Cancel

 

4. After selecting the alert you wish to customize you will be shown two options from which you will need to select Use Custom Content in Alert. 

CUSTOMIZE CLIENT ALERTS Select Alert Alert Name (required) New Order Alert Select Alert Content Type O Use Default Content in Alert @ Use Custom Content in Alert

 

5. In the Set Custom Alert Content section you will be able to edit the body of the alert as well as add tags in the email body as well. Tags are placed in the body to automatically populate data information from the order from. 

Select Alert Content Type O Use Default Content in Alert @ Use Custom Content in Alert Set Custom Alert Content Email Subject Appraisal Number@ New Order Created Body A new order was created wRh order number [APPRAIS Client Name: [CLIENTNAME] order Type: [ORDERTYPE] Priority: [OROERPRIORIP,q Property Adress: [PROPERTYADDRESSI Transaction Type: [TRANSACTIONTYPE) Borrower(s): [BORROWERNAMEI Client File No/Loan Number: [LOANNUMBER] order Date: [ORDEREOON) Due Date: IOROERDUEOATE] Product: [APPRAISALPROOUCT] Product Fee: [APPRAISALPRODUCTFEEI Add Tags AdditonaIPrcductI AdditonaIPrcHductIFee AdditonaIPrcnduct2 AdditonaIPrcnduct2Fee AdditonaIPrcnduct3 AdditonaIPrcnduct3Fee R ERTYAODRESSI

Once customization is complete to save the changes made click the Save Alert button. 

Set Custom Alert Content Email Subject Appraisal Number@ New Order Created Body Source' B Add Tags A new order was created order number [APPRAISAL_NUMBER] for the address [PROPERTYAODRESSI Client Name: [CLIENTNAME] order Type: [ORDERTYPE] Priority: [OROERPRIORIP,'I Property Adress: [PROPERTYADDRESSI Transaction Type: [TRANSACTIONTYPE) Borrower(s): [BORROWERNAMEI Client File No/Loan Number: [LOANNUMBER] order Date: [ORDEREOON) Due Date: IOROERDUEOATE] Product: [APPRAISALPROOUCT] Product Fee: [APPRAISALPRODUCTFEEI Save Alert Cancel

 

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