How to: Set up notifications for importers

To access the screen where you can set the notifications on Importers the first thing you have to do is:

A) Select the Core module on the left side bar and under that module select the Importer & Consignee option on the same side bar. This will then display a grid view containing all of the Importers and Consignees in the system. Select on the Importer/Consignee and double click on it, you may also create a new Importer/Consignee.

Doing so should then move you into the window bellow, this is where all the information regarding the Importer/Consignee is kept.

B) Before we are able to add notifications to this importer/consignee you must first add the contacts that the notification will notify, keep in mind that not all contacts will be notified just the one that you select, more on that when we get to that part. To add contacts you first must press the Contacts tab located under Notes, this will display the list of current contacts in that importer/consignee. In order to add a new contact press the white page button that will create a new contact.

This will open up the “Add Contact” window, here you enter the information of the contact, something to take note of us that the only required information needed is First Name, Last Name, and E-Mail further information is optional. Once you are done imputing the information you may press the Save or Close button to complete creating a contact. The contact will then appear on the grid in that tab as shown above.

C) After having completed your list of contacts press the Notifications/Tasks tab.

You can set up 4 different notifications

Cargo Certification – When a Cargo Transmission is accepted.
Cargo Release – When a Cargo Status is changed to ONE USG/Release.
Change Rel. Status/Intensive – For each Cargo Status change you receive a notification.
7501 Accepted – When an Entry Summary Transmission is Accepted.

You can also attach documents related to Entry to any notification as (Inward Manifest, 3461, 7501,etc.)

Here is the grid view containing the notifications that will be sent out when a certain event takes place. To first create a Notification/Task press the Add button, this will create a new line in the grid and you can enter the information of the type of notification as well who it should notify. After creating the notification you can choose who it should notify via the checkboxes. if you want to choose specific contacts to notify then select the row and press the Related Contacts button to select the Contacts.

Pressing the Related Contacts button will open the Notification Contacts window. On the Contacts List box a list of all the contacts for that related Importer/Consignee will be listed, in order to relate them to a particular notification select the row and press the Add button this will then move the contact into the Included on Notification box. You may also remove contacts from the Included on Notification box so they no longer get any notifications when that event takes place.