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Setting up a Notice Plan (#NTCPLNSTP01)

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20120217 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

Setting up a Notice Plan

Setting up a Notice Plan is very easy. All you have to do is setup your individual Notices (more on this: #NTCSTP01) on a specific plan number. Any other notices on this same plan number then become part of that notice plan.

As you can see in the example screenshot below, we have a number of notices on different Notice Plans - Plan 0, Plan 1 and 3 (you can skip plan numbers if you like - StorMan has no problem with this).

Notices

How can I set the default Notice Plan?

Zero (0) is the default Notice Plan. Any notices set on the 0 plan will become the default Notice Plan.

 

I have a series of non-triggered (manual) notices. Do I need to put them onto their own Notice Plan?

Manual or non-triggered notices are letters or emails that don't get sent to anyone automatically. These could be marketing letters, feedback forms, privacy-policy documents, quote templates etc. Even if you have letters that sit dormant until you need to manually send them, you can put them on any Notice Plan you like. They will not send to anyone unless you specify a timing point and a trigger, or unless you manually choose to send one to a Customer.

More on setting up a Notice: #NTCSTP01.

 

Are there any special Notice Plans?

Yes - Notice Plan 9 is used for forms. Forms can be printed by clicking Print Form on an Agreements AutoPay/Notices tab (more on this tab: #AGTTAB401).

 

Video:

On Monday December 1st, 2008 we held a free StorMan PowerSession webcast on the topic of creating a Notice Plan. You can download / view the webcast recording below...

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