Blue Book Members: Use Automatic Updating Service for Alerts

Last week, we discussed how easy it is for Members to set up a Watchdog Group within Blue Book Online Services (“BBOS”).

Now, let’s find out how you can use the Automatic Updating Service Watchdog Group, to monitor your key accounts and receive alerts.

Every Blue Book Online user has an Automatic Update Service (AUS) List within the Watchdog Groups area of BBOS. To start, this list is empty.  By adding companies to this list, you can begin to receive email or fax alerts whenever a business event is reported on those companies.

For example, your customer list could be added to this AUS List and then every time the Lumber Blue Book reports an acquisition, merger, bankruptcy, change in Credit Worth estimate, executive personnel changes, etc., you will be alerted to this change right away with an email message or fax message (depending on your preference).  Otherwise, you can see this information in the Weekly Credit Sheet on Fridays.

To add companies to your AUS List, simply go to the company record in BBOS and click the “Add to Watchdog Group” button. Then, choose the AUS List and “Save.”

To change your preference to email or fax delivery of these alerts, go to the My Account page and then on the User Profile tab, scroll down to the Automatic Update Service (“AUS”) Settings area. Here you can choose to receive your alerts by fax or email. Be sure to click the “Save” button at the bottom of the page for any changes you make.

In addition, there’s a widget you can add to your BBOS home page that shows you a list of any AUS companies with recent changes.

Contact us at info@bluebookservices.com or 630.668.3500 if you need help with your AUS list or have questions about the benefits of using this feature.