The following improvements have been made to the Bulk Account Portal Invite screen.
1. New Filters:
- Division (Required)
- Account Class
- Accounts With Automatic Payment (check box selection)
2. Updated Filters:
- Bill Group is no longer required
3. Load button added to load the screen based on the filter selections.
- Upon Load, the following counts display and are a hyperlink to a breakdown of the user accounts it includes:
- Total Count
- Active Services Count
- Portal Invite Accepted
- Invite Acceptance Pending
- Portal Invite Not Sent
4. Send Email is available for selection after 'Email From' and 'Notification Template fields' are populated.
Pathway: Database > Send Bulk Account Portal Invites