Setting PM Alerts

Utilities>Project Management Set Up>Users and Alerts

 

Highlight the desired user name.

Click the edit button Edit.gif

Click the Client Management Alerts tab.

 

The check boxes allow specifying which system events send an alert. System Generated Alerts will be created as Private records. A single user probably would not want to receive all possible alerts as this would be too much information to process efficiently. Instead check only the alerts relating to a specific job function. For example; the salesperson on a job might want to get alerts when orders lines are changed from on order to know that material has been received.

 

 

 



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