For more guidance on how to configure alerts in Data Studio, please view this interactive demonstration. You can also follow the steps below to configure alerts.
- In the Creditsafe platform, click on Data Studio, then click on the Alerts section
- In the Alerts page, click the green New Alert Profile on the top right corner
- In the alert setup page, configure the following:
- Choose the portfolio you want to set up alerts for using the drop-down menu
- Name your alert profile
- Add an email subject line
- Add at least one email recipient with their first name, last name, and email address
- Choose the email language
- Scroll down and configure Global Rules
- Add rules for International Score, Risk Score, and Credit Limit by clicking the blue + link and selecting your rule type from the drop-down
- Tick/untick any default rules you want enabled/disabled
- Scroll down and configure Local Rules:
- Switch between countries using the tabs
- Tick/untick boxes to enable/disable the rules
- Add Credit Limit Rules if needed
- Once all settings are configured, scroll to the top of the page and click the green Create Alert Profile button in the top right corner
- You can view recent alerts by clicking the View Alerts button in the Alert Profile banner
- To edit an alert profile, click Edit Profile
- In your list of Portfolios (in Portfolio Manager) you can see whether Alerts have been configured to that portfolio