Contents of the Advisory Definitions Dialog Box
Use the fields and options to configure the Advisory Definitions dialog box.
Contents
| Field | Description |
|---|---|
| [Results] |
This box displays a list of available advisory definitions. |
| New |
Use this button to display the Edit Advisor Emails dialog box where you can create a new advisory definition and customize the components of that advisory. You can also press Insert on your keyboard to create a new advisory email. |
| Copy |
Use this button to display the Edit Advisor Emails dialog box where you can create a copy of an advisory definition and manage its components. By default, the advisory definition starts with "Copy." |
| Edit |
Use this button to display the Edit Advisor Emails dialog box where you can make changes to an advisory definition and its components. |
| Delete |
Use this button to delete an advisory definition. A message displays to confirm that you want to delete the selected advisory definition. You can also select an advisory definition and press Delete on your keyboard. |
| Close |
Click to close the dialog box without making any changes. |
| Send |
Click to send an advisory email. A message from your email provider displays to confirm that you want to send the selected advisory definition. A notification displays to confirm that your email was delivered to x number of recipients. |
| Test |
Click to see a preview of the advisory email and information about the number of messages, recipients, and activities that match the filter that you selected for the advisory. |
| Help |
Click to display the dialog box help topic. |