Customer Details Request

The Customer details request screen lists the triggers for automatically creating outbound Customer Details Requests (CDRs). This screen consists of two tables: a CDR table listing triggers, wait period, and current status, and a CDR exclusion list table identifying triggers and participants to exclude for those triggers.

Important! The Customer Site Details Notification (CSDN) module must be installed for this screen to appear. Only user personas with roles that include the "View Automation" grant can view this screen.

The CDR table can be sorted by any column by clicking the desired column header. By default, the table is sorted by Trigger. The table consists of the following columns:

Trigger. The trigger event for the transaction to be created. For names and descriptions of possible triggers, see CDR Triggers.
Wait period (business days). The number of business days following a trigger event before a CDR transaction is created and sent.

Tip: If you want to reduce the wait period, then it is best to wait until after the automation process has run. Otherwise, the previously scheduled CDR may not be sent.
Status. Indicates whether the trigger is Active or Inactive.
Edit (). Opens a dialog box for editing the properties of the trigger on that row. In the dialog box, enter a Wait period (1–99) and select or deselect the Active check box. Click Update.

Note: If you deactivate a trigger and later activate it again, then any events missed during that period will not result in new transactions. The automated process looks for current (Active) trigger events only.