Here you can either block the customer or enter a message for the customer.
Read more about how to block and notify in the chapter Block / Notify in the Using MONITOR Procedures.
Block
When selecting Block the Block customer from... window appears where you can select from what the customer should be blocked. You can view this window again by using the button to the right of the For / At field. If you have checked several options in this window. the field will then display Several....
You can block a customer from the following events:
Each event Block for Registration and Reporting will affect several procedures, read more about this under Customer block in the chapter Block/Notify in the Using MONITOR Procedures.
Further down you will see a field with date and by whom the customer was blocked. You will also see a button called Cause where you can enter why the customer is blocked. The Cause button has got the corresponding function as the Comments button (where it is used). You should also read the Entering Comments or Instructions in the chapter called MONITOR General Information in the MONITOR Basics guide to better understand this window.
When cancelling a block you will see the heading Block cancelled as well as date and blocked cancelled by whom.
If you right-click over these fields you can, via the Info Menu, select Open block log. You will then see a log over all blocks and cancellation of blocks for a customer.
Notify
When selecting Notify the Message for customer at... window appears where you can select at which events the customer should create a message. You can view this window again by using the button to the right of the For / At field. If you have checked several options in this window. the field will then display Several....
You can choose to notify at the following events:
Each event Notify at Registration and Reporting will affect several procedures, read more about this under Customer notification in the chapter Block/Notify in the Using MONITOR Procedures.
Further down you will see a field with date and by whom. You will also see the Message... button where you can write/link a message for a customer. The Message button has got the corresponding function as the Comment button (where it is used). You should also read the Entering Comments or Instructions in the chapter called MONITOR General Information in the MONITOR Basics guide to better understand this window.