Table of Contents

Who Gets Notified and When

Overview

FYI notifications allow corporate contacts to receive notification when events occur in respect to the accounts they management. Subscriptions can be at the account or market level. Multiple corporate contacts can over lap at either level.

Available Notifications

Managing Assignments

On the left are Corporate contacts, broken out into 3 categories:

On the right is the current channel hierarchy. Use triangles in the hierarchy to expand or collapse nodes as needed.

To subscribe a corporate contact to FYI's, select them on the left side of the screen. The right side of the screen updates to show their current subscriptions. Tick bubbles for markets or accounts to subscribe or unsubscribe the entities from the currently selected corporate contact. Click the Save button when you're satisfied with the changes.

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