Setting up customer notification for failed agreements

To set up a contact list, an IFS User ID, and a group list, you must be a user manager to perform these tasks.

  1. Enable sending email in ION Service:
    1. In Infor OS Portal, select ION > Configuration > ION Service > Activities engine.
      In Infor Ming.le, select ION Desk > Configuration > ION Service > Activities engine.
    2. Ensure that the Send E-mail check box is selected.
  2. Set up a contact list:
    1. In Infor OS Portal or Infor Ming.le, select User Management > Manage > Contacts.
    2. Click + to add a non-Infor email.
    3. Click + to add the email details.
    4. Click Save.
    5. Validate that the email is added successfully.
    6. Select Manage > Contact Group.
    7. Click + to add a new contact group.
    8. Click + to add a non-Infor email.
    9. Click Save.
  3. Set up an IFS User ID field:
    1. In Infor OS Portal or Infor Ming.le, select User Management > Manage > Users.
    2. Specify your username and click the search icon.
    3. Click the User Details icon.
    4. Get the IFS ION-Person ID and use it in the IFS user field.
  4. Set up a group list:
    1. In Infor OS Portal or Infor Ming.le, select User Management > Manage > Groups.
    2. Click + to add a group.
    3. Specify the group name and provide a description.
    4. To add one or more users, click + and search for the users to be included in the group.
    5. Click Add or Add & Close.
    6. Click Save.
    7. Validate if the group is successfully created.