NOTIFICATIONS, EMAIL ALERTS AND ADVANCED SQL DATABASE ALERTS AND SCHEDULED REPORT DISTRIBUTION
Lockstep Collect allows you to create filters on grids which can then create email-based notifications for either credit or inquiry users of the system. Alerts are an ideal way to provide periodic reports to executive management or to ancillary users such as sales reps, customer service, and other employees so they know what’s happening.
Lockstep Collect Standard and Enterprise Editions include embedded Alerts on most grids throughout the system. Here you can apply filters using any of the data in the grid and then save the Alert. You can then create a schedule for the alert to run and define who should receive the alert.