Primary Audience: All Internal Users
Understanding how customer notifications are grouped within the platform can help you answer questions, troubleshoot communication issues, and guide customers in managing their notification preferences.
A breakdown of customer notifications is detailed in the chart below. This chart can be used as a guide in understanding which notifications are included in each notification category.
To view or adjust the current notification settings for a customer, simply navigate to the Client Profile page of a specific client and scroll down to the Notification Settings section.
Important Note : Depending on your platform configuration, some notification categories and types may not apply.
Category Notification Type
Billing & Finance
Payments & Payment Receipts
Energy Contract Payment Received Energy Delivery Invoice Payment Received
Booking Payment Received
Prepay Payment Received
Statement Payment Received
Balance Payment Received
Balance Term Payment Received
External Statement Payment Received
POS Payment Received
Budget Billing Payment Received
Loan Payment Received
Payment failures & Scheduled Payments
Payment Failed
Scheduled Payment Failed
Scheduled Payment
Scheduled Payment Finance Charge
Autopay
Autopay Activated - Account Balance / Invoice Balance / Statement Amount / Fixed Amount / Budget Billing
Autopay Canceled- Account Balance / Invoice Balance / Statement Amount / Fixed / Budget Billing
Autopay Failed - Account Balance / Invoice Balance / Statement Amount / Fixed / Budget Billing
Upcoming Payment Reminder - Account Balance / Invoice Balance / Statement Amount / Fixed Amount Autopay / Budget Billing
Invoices / Statements / Budget Statements
New Invoice
New Booking
New External PDF Statement
New Statement
New Budget Statement
Digital Statements Turned On (Paperless)
Paper Statements Turned On
Past Due Invoices / Reminders
Past Due Invoices
New Unpaid Booking
Financing
New Loan Booked
John Deere Financial Connection Request / Denied
Contracts to Sign
New Order Contract to Sign
Contract Signature Reminder
New Grain Contract
Grain Contract Signature Reminder
Grain Contract Expiration Reminder - 5 Days
Grain Contract Expiration Reminder - Final (1 Day)
New Energy Contract
Energy Contract Signature Reminder - First
Energy Contract Signature Reminder - Last (2 Days)
New Fertilizer Contract
Fertilizer Contract Reminder
New Fertilizer Booking to Sign
Fertilizer Booking Contract Signature Reminder
New Booking Contract
Order Signature Reminder
Order Signature Reminder
Energy Services & Requests
Energy Tank Delivery Request
Energy Tank Service Request
Energy Contract Expiration Reminder (if enabled)
Monthly Open Contract Overview
Agronomy Jobs & Deliveries
Job Completed
Delivery Completed
Order Shipped
Field Activity Status Changed (SoilMap only)
Inbox Messages & Account Notifications
New Inbox Message
Unread Message Reminder
Climate FieldView Connection Request
Orders
New Order
Order Canceled
New Order with Contract
Quotes & Plans
New Quote
Quote Updated
Quote Request Received
Quote Declined
New Plan
Updated Plan
Secure Forms
New Form to Complete
Form Completed
Form Voided
Personalized Updates
New Marketing Message
Test Marketing Message
Commodity Prices
Cash Bid & Futures Commodity Price Updates
Check out the Overview of Customer Notification Settings article to learn more about how to adjust your customer's notification preferences from within the Team Hub.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com
