Difference between revisions of "Contacts - Task Alerts"
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===How to set up task alerts for a contact=== | ===How to set up task alerts for a contact=== | ||
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'''STEP 1:''' Select the row you would like to add a new alert for (contract mgr, creator, etc) and click the new button: | '''STEP 1:''' Select the row you would like to add a new alert for (contract mgr, creator, etc) and click the new button: | ||
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Revision as of 12:20, 25 March 2024
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):
[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]