Contacts - Task Alerts
Modified on Thu, 13 Jun 2013 09:13 by hmontgomery — Categorized as: Address Book, Auto Alert
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General Information
How to set up task alerts for a contact
General Information
¶
Default Menu Location
Maintain >> Address Book >> Contact >> Task Alerts
Screen Name
CONTACT
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:
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:
STEP 2:
Select the Event for this alert(creation, due date change, etc):
STEP 3:
Select the Method of alert (email, text, etc):
STEP 4:
Select the Task Template for this alert:
STEP 5:
Select the Time Offset for this alert (s=seconds, m=minutes, h=hours, d=days)and save upon completion: