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Page Revision: Tue, 04 Dec 2012 15:09

Table of Contents [Hide/Show]    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.