Notification: Marketing Development Funds (MDF) Activity

Overview

Unifyr One automatically sends notifications to the partner. The logo and colors of the notification can be customized by the administrator.

Marketing Development Funds (MDF) Activity Notifications

The MDF notification notifies the Administrator when there is activity on orders placed using MDF funds. These activities might include comments or attachments made either by a different user or the supplier on a transaction such as a claim or pre-approval.

Admin email is setup in Unifyr One Admin under Settings > Notifications > MDF Transactions

The MDF notification will generate an email after activity (comment or attachment) on an order by someone other than the user. Attachments and comments are distinguished by different icons:

portal_mdf_claim_updated.png

New Pre-approval Notification

The New Pre-approval notification is sent to the Admin user when a partner creates a new pre-approval.

New Claim Notification

The New Claim notification is sent to the Admin user when a partner creates a new claim.

Pre-approval Resubmitted Notification

The Pre-approval Resubmitted notification is sent to the Admin user when a partner resubmits a pre-approval after completing a request for more information. 

Claim Resubmitted Notification

The Claim Resubmitted notification is sent to the Admin user when a partner resubmits a claim after completing a request for more information. 

Pre-approval Update: New Attachment Notification

The Pre-approval Update: New Attachment notification is sent to the Admin user when a partner adds an attachment to a pre-approval.

Claim Update: New Attachment Notification

The Claim Update: New Attachment notification is sent to the Admin user when a partner adds an attachment to a claim.

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