Original publication date: February, 2007
Most days, Softshare receives 5-10 e-mails requesting changes to a profile’s e-mail address or delivery method. Although it’s always nice to hear from you all, this is not the most efficient way for you to update profile information, for two reasons: (1) it takes longer for your request to be processed because you’re relying on human intervention and (2) the client record in WebCATS does not get updated with the change and, as a result, will no longer be in synch with the information that displays in the profile.
The best way to change a profile’s e-mail address or delivery method is to make those edits to the client record—in the Bid Match Options area to be exact. Editing any of the fields in the Bid Match Options area of a client record causes a change notification message, addressed to cats-mgr@softshare.com, to be automatically generated and sent. Upon its arrival, this message is processed by Softshare’s system and your client’s profile is updated. To confirm Softshare’s receipt and processing of your request, look for the automated confirmation message that will arrive at the default e-mail you have designated for your Bid Match program within the hour.
There’s no human intervention on our end and there’s nothing else you need to do on your end. Also, by editing the client record, you’re ensuring that the client record in WebCATS reflects the new e-mail address or delivery method as well.
Even though your client’s profile is instantly updated, it may take up to 24 hours for your copy of the profile (as it displays in WebCATS) to reflect the changes. That’s because Softshare synchronizes your database with the profile modifications we have made on a daily basis. So, for example, if you perform an e-mail address edit at 8:00am, but we don’t synchronize until midnight, you won’t see the change reflected in WebCATS until the next morning. But your client’s bid matches will have been delivered to the new address.