Managing CSR notifications in Q2 Console

Updated November 13, 2024 23:57

Search CSR notifications

Search for a CSR notification using the search bar at the top of the page.

search CSR notifications

Add/delete CSR notifications

Add new CSR notifications and delete existing CSR notifications.

adding and deleting CSR notifications

To add a CSR notification

Select Add notification.
Enter the Login Name (Email).
Select an event from the Event category dropdown.
Select an event form the Event subcategory dropdown.
Select an occurrence specification from the Occurrence dropdown.
(Optional) Select the Enable this notification checkbox.
Select Save.

To delete a CSR notification

Select options > Delete CSR notification on the row of the desired notification.
Select Delete in the Delete CSR notification? dialog.

Enable/disable CSR notifications

Enable new CSR notifications upon completion, and enable or disable existing CSR notifications.

To enable a new CSR notification

Follow steps 1-5 of the Add CSR notification workflow.
Select the Enable this notification checkbox > Save.

To enable an existing CSR notification

Select options > Enable CSR notification on the row of the currently disabled notification.

Note

Notifications that are disabled are indicated with the disabled icon in the Enabled column.
Select Enable in the Enable CSR notification? dialog. The status of the newly enabled CSR notification is indicated with the enabled icon in the Enabled column.

To disable a CSR notification

Select options > Disable CSR notification on the row of the currently enabled notification.

Note

Notifications that are enabled are indicated with the enabled icon in the Enabled column.
Select Disable in the Disable CSR notification? dialog.

A success dialog appears. The status of the newly disabled CSR notification is indicated with the disabled icon in the Enabled column.

Edit a CSR notification

Edit CSR notifications to update your preferences as needed.

editing CSR notifications window

To edit a CSR notification:

Select options > Edit CSR notification on the row of the desired notification.
Enter the updated Login Name (Email).
Select the appropriate event from the Event category dropdown.
Select the appropriate event form the Event subcategory dropdown.
Select an occurrence specification from the Occurrence dropdown.
(Optional) Select the Enable this notification checkbox.
Select Save.

Copy a CSR notification

Copy a CSR notification to create a duplicate.

copy CSR notifications window

To copy a CSR notification:

Select options > Copy CSR notification on the row of the desired notification.
Make the desired changes to the notification and select Save.