EPN offers you the ability to create specific messages and alerts to an individual client or a group of clients. When you setup an alert or message for an individual or small group of clients to see, it will be visible as a banner upon login to all users under the particular client you have set the alert/message. Manager users can add alert messages at any time, toggle them to show or not to show, and delete alerts at any time.
How to Use this Feature:
Login to EPN as a Manager, and go to the Manager Setup menu option. There will be an Alerts tab here – displayed as a triangle with an exclamation point.
Move to the Alerts tab. To create a new alert, click the orange + button at the right.
You can either create an Alert message, or an Information message. The Alert message is the default option. Click the green “i” to make this an Informational message.
- Alert type messages are generally used for vendors that are experiencing technical difficulties. They will appear in red upon login.
- Information messages are generally for schedule changes, upcoming holidays, etc. They will appear in green upon login.
Once you select an Alert Type, type in the Title of the message and the Message content. The Title field has a limit of 30 characters. The Message field can hold 350 characters. Under the Alert Client List section, change the radio button to Individual Clients. A list of all your clients will be displayed.
By default, all clients will be enabled. You can disable all lenders via the box at the top.
Enable the client(s) you want to display the alert or message by ensuring the box adjacent to the client name is enabled.
When ready, save your changes via the Create button.
Once created, the message will be defaulted to OFF so messages are not accidentally displayed. It is important to make sure you turn the alert ON to properly display it to your client.
The number of clients the alert or message has been created for will be located in the bottom right corner.
The next time a user associated with the client the alert/message has been created for logs into EPN, they will see the banner along the top of their main dashboard.
Users can close the banner via the 'X' at the right, otherwise the banner will always be displayed until it is disabled or removed at the Manager level.