Session Status Triggers

(available in  Professional.png OnLocation.png Enterprise.png )

 

Session Status Triggers can automatically create tasks or initiate a variety of communications based on the primary session date, the session status due date, or the date a session status is changed.

Setting up Session Status Triggers

  1. Go to Maintenance > Session > Session Status Triggers.

    Triggers_session_status.PNG

  2. Select a session status from the drop-down list and then click New on the ribbon to create a new trigger for that status.

    SR6_Trigger_session_status.PNG

  3. Type in a Description for the trigger.

  4. Select the Trigger Type from the drop-down list. The following choices are available:

  1. Choose your Trigger Date option:

  2. Choose to exclude "Do Not Market," "Do Not Call," and/or "On Hold" clients if desired.

  3. Enter and/or select the appropriate Trigger Behavior. These options will vary based on the trigger type you've selected.

  4. Click OK to save the trigger.

  5. Spectra will set up the trigger for processing by filtering through your database and excluding records that may have fit the criteria in the past. This prepares the trigger for use going forward. Triggers can be processed by going to Utilities > Run Status Triggers.

 

For more information on using triggers throughout Spectra, please see the "Triggers" topic in the "Spectra Tools" chapter.

 

 

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