Notification | Account Owner | Billing Contact | What triggers the notification? |
Trial expired |
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| A trial Organisation has expired |
Organisation plan was changed to a free Partner Edition |
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| An Organisation on a Partner Account is marked as a free Partner Edition |
Partner application |
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Partner application submitted |
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| A prospective Partner submitted an application for partnership |
Partner application approved |
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| A prospective Partner's application has been verified by ApprovalMax staff and is now awaiting agreement signing |
Partner application rejected |
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| A prospective Partner's application has been rejected by ApprovalMax staff |
Partner agreement approved |
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| A prospective Partner agreement has been verified by ApprovalMax staff and the applicant has become a Partner |
Partner agreement rejected |
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| A prospective Partner agreement has been rejected by ApprovalMax staff |
Partner application approved - reminder #1 |
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| A prospective Partner has not submitted the signed agreement in the last 2 days |
Partner application approved - reminder #2 |
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| A prospective Partner has not submitted the signed agreement in the last 5 days |
Partner application approved - reminder #3 |
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| A prospective Partner has not submitted the signed agreement in the last 11 days |
Subscriptions |
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Subscription in grace - reminder #1 |
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| A subscription has been in grace period for 5 days and there was no action by the customer |
Subscription in grace - reminder #2 |
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| A subscription has been in grace period for 10 days and there was no action by the customer |
Preliminary subscription report |
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| Sent 7 days before the subscription renewal date |
Subscription expired |
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| The subscription has expired (the grace period is over) |
Subscription cancelled |
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| The subscription has been cancelled |
Subscription pending cancellation |
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| The subscription has been cancelled but the cancellation will take effect in 14 days, not immediately |
Order paid |
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| The subscription order has been processed (new purchase, renewal, upgrade) |
Not-for-profit nomination |
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Organisation NFP-nomination |
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| An Organisation was nominated as an NFP by its Account Manager/Owner |
Organisation NFP-nomination approved |
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| The NFP-nomination of this Organisation has been approved by ApprovalMax Sales |
Organisation NFP-nomination rejected |
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| The NFP-nomination of this Organisation has been rejected by ApprovalMax Sales |
Organisation transfers |
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Organisation transfer initiated |
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| The Account Owner has initiated a transfer of Organisations |
Transfer completed |
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| The target Account Owner has completed the transfer |
Transfer cancelled by the Owner |
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| The source Account Owner has cancelled the transfer |
Transfer cancelled by the Target |
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| The target Account Owner has cancelled the transfer |
Organisation transfer requested by target |
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| The target Account Owner (Organisation Administrator) has requested an Organisation transfer |