Alerts

Client Project Management>File>Alert or Alert button on tool bar

These keep salespersons abreast of the progress of orders or serve as reminders. System-generated alerts are defined in set up. An alert can also be manually entered.

Browse Alerts

Search Fields

This will search the fields in the alert for the value typed. Click the button to the right to change from Contains to Starts with.

Date Created

Use the drop-down list which includes today, this week, etc.

Assigned to/created by 

Set the default for this in System Options

User Created/System Generated

In addition to the filters included for other record types, alerts can also be filtered based on whether they were created by a user or system generated.  System-generated alerts have a computer next to them in the browse.

Assigned to/created by

When filtering by Assigned to, alerts will display if they are EITHER 1) Assigned To the filtered user and the Assigned To Status = Accepted/Requested OR 2) Created By the filtered user and the Assigned To Status = Declined/To Be Assigned.

If included in the filter:

Assigned to Status = Requested a Green Question mark will display. 

Assigned to Status = To Be assigned a Blue Arrow will display.   

Assigned to Status = Declined a red x will display.  

High Priority Alerts will have a red arrow displayed next to them. 

Inactive or completed alerts will be listed in gray. Completed or cancelled alerts are listed in blue. Uncompleted alerts will appear in red text on the workbench or in their browse screens if they are past due or are due today.

Data can be sorted by any of the column headings including date fields.

Add/Edit Screen

The Alert Description is required.

Next enter details.

Alert Type

F8 the Alert Types (Alert Types can be created and deleted here also)

Generated by

This will automatically either be system generated or user-generated.

Assigned to: will default to the current user, but tasks can be assigned to other users.

The assigned to status will be completed automatically by the system depending on the user response.

System Generated Alerts will be assigned to the salesperson associated with the order which generated the alert.

Choose a Priority.

Alert Status

Can be Not Started, In Progress, Completed.  In Progress is useful to let other users know that the alert is not being ignored.  An alert must be marked completed manually.

Action Taken

Allows typing in any description.

Due date

Optional.

Alerts will appear in red on the workbench or in the browse screens if they are past due or are due today.

Reminder

Optional for user-generated alerts.

System-generated alerts default to a reminder on and the reminder date and time is set to the date the alert was generated and the reminder time will default to 8 AM. 

Related to

Optional

Choose a record to relate the alert to.

In a system-generated alert, use the View button to see the details of the related record.

A remark, appointment or task can be added to this related record from this screen.

Most Record Information is automatically created by the system.  

System-generated alerts default to private, but user-generated ones can be made public.

Check the box to make the alert inactive.

Check the box to use this alert as a template.