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Why am I not receiving data change notifications?
Overview
A data change email is sent to notify a user that there have been changes or updates made to a customer's previously actioned matches. (i.e. flagged or discounted)
Please note that data change notifications are not sent to alert you of new potential matches, it is up to your own internal procedures as to how you would like to manage the potential matches dashboard.
The users that receive data change emails must qualify by one of the following:
1. Be a user who previously worked on the record
2. Be a supervisor of the group that the record is assigned to.
These email notifications will be sent when you have the notify option within the record set to ‘yes’ - this will result in any changes made to a customers record to be reflected in an email.
If you would like a user to receive all of the data change notifications for matches assigned to records of the handler group, you can promote them to a supervisor of the group.
You can do this through user management and promoting the user to 'supervisor' within the handler group.
The below is an example of a user that would be receiving all data change notification emails for the handler group, as they are set to a supervisor.
The best way to view the changes made to your client's record is to generate a snapshot difference report.
If you would like to find out how you can generate a snapshot difference report, click here