Before You Begin
Ensure you have access to your CRM with admin/configuration privileges.
Have the email addresses ready for users who should receive the report.
Steps
Access Your CRM - Log in with your admin credentials.
Navigate to CRM Settings
Go to Configuration - Search for "configuration" and select it. then in the drop down menu, find and open the "Notification Settings" section. - Click on "Edit".
Edit Automation Report Email - Scroll down to find the section for editing the iVerify automation report email.
- Add the desired email addresses to receive the report. You can add multiple addresses, then press "Save" to confirm your changes.Configure iVerify Settings - Still in Configuration Settings, find and go to "iVerify Settings".
- Press "Edit".
- Enable the "iVerify Automation" option. - Set the report frequency, select the dates of the month, and choose the time to send the report. - Press "Save" after making changes.Review Report Generation - Still in the "iVerify Settings".
Open the "iVerify Automation Report Log"
- In the "iVerify Automation Log" for today, you can: - Select the date range to filter reports. - Search for reports by specific date. - Click "View" to see report details.
Verification / Expected Result
The indicated email addresses receive the iVerify automation report on the schedule you set.
You can view report logs and details in the iVerify settings panel.
Troubleshooting / Common Errors
Not receiving reports: Double-check the email addresses entered, and ensure the automation is enabled and saved.
No reports showing in logs: Verify that the automation ran on the scheduled date and that your date filters are correct.