SystemEvents/Actions

System Events - Actions

Introduction

Actions determine what happens to an event once it has been triggered.

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Create New Action

• Screenshots
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  System Events - Actions List

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  System Events - Create New Action

• Navigate to Events > Actions

From here you can view a list of actions

• Click Create New Action
• Select an appropriate Account Profile this action will act upon (remembering that customer accounts MUST be attached to an account profile to have the applicable event type triggered)
• Select the Event Type you are creating an action for (Only Invoice Delivery & Invoice Post will currently work)
• Enter a description for your action (not mandatory)
• Select Enabled or Disabled to Enable or Disable the action
• Set a Priority (visual only - all actions are currently treated at the same priority)
• Select an action TYPE (Important - See below)

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