Handling Pending Notices |
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When one of your clients qualifies for an overdue notice, your XSite sends you a confirmation of this notice 3 days prior to the date on which it will be sent. If you want the confirmation notice to go out, just wait for 3 days to pass and your XSite will send it automatically. If, on the other hand, you decide you want to cancel the overdue notice for this client, you can discontinue the notice any time within that 3 day period. To do so...
- From your XSite's Late Notices tool, click the Pending Notices tab.
- The Pending Notices tab shows a list of all overdue
notices due to go out within the next 3 days.
- To preview the notice, click the date in the Next Notice Date column.
- If you want these notices to continue going out, just leave them as they are.
- If you want to discontinue the notices for a client, click the Remove link beside the notice you wish to discontinue.
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Note: Once a client has been removed from the Pending Notices list, no further overdue notices will be delivered to him/her. If you wish for the client to receive overdue notices in the future, you add them back into the list of Campaign Recipients in the Notice Setup tab. | ||
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