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:
