Here’s how to turn on notifications whenever there are changes to EFT’s in agents, non-agents, collaborating agencies or suppliers accounts.
Administration > Setup > General
Locate the section Electronic FundsTransfer
In the Notifications Configuration section, you can choose from the following options:
Notification type:
No notification
Email
SMS
Administrator to notify
Please choose your brokerage admin who will be notified.
Letter template
Choose EFT Account Change Alert
The designated administrator will receive a message as follows:
Email:
SMS:
Save
Links to other relevant articles:
Comment ajouter un transfert de fond électronique dans un profil de courtierHow to add an electronic fund transfer to a agent profile
