Contacts - Task Alerts

Modified on Thu, 13 Jun 2013 09:13 by hmontgomery Categorized as Address Book, Auto Alert

{TOC}

===General Information===

'''Default Menu Location''' Maintain >> Address Book >> Contact >> Task Alerts

'''Screen Name''' CONTACT

[imageauto||{UP}/Contacts_Main.png]

===How to set up task alerts for a contact===

For this screen, the easiest way to set up task alerts is to use this formula:

[imageauto||{UP}/contact_row.png]

'''X''' = Event        '''Y''' = Role         '''Z''' = Method

When a task is '''X''', and this contact is the '''Y''', alert them via '''Z'''.


'''STEP 1:''' Select the row you would like to add a new alert for (contract mgr, creator, etc) and click the new button:

[imageauto||{UP}/Contacts_Add.png]


'''STEP 2:''' Select the Event for this alert(creation, due date change, etc):

[imageauto||{UP}/Contact_Event.png]

'''STEP 3:''' Select the Method of alert (email, text, etc):

[imageauto||{UP}/Contact_Method.png]

'''STEP 4:''' Select the Task Template for this alert:

[imageauto||{UP}/Contact_Task_Template.png]

'''STEP 5:''' Select the Time Offset for this alert (s=seconds, m=minutes, h=hours, d=days)and save upon completion:

[imageauto||{UP}/Contact_Offset.png]

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Contacts - Task Alerts