Set Up User Alerts - System Option

>Utilities>System Options>Client Management>Alerts
Category-Interface

Type-Must be Assigned or User 

The actions which will create alerts for individual users can be set for all users from the Administrative section, but it cannot be made a global type. 

Check the boxes for the user to receive an alert when the action occurs to an order on which they are the salesperson.

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. 

 

Also once alerts are turned on be sure to check and delete them regularly so they do not become unmanageable.

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