Contacts - Task Alerts - Revision history

Amohammad at 18:22, 25 March 2024

2024-03-25T18:22:38Z

Amohammad at 18:21, 25 March 2024

2024-03-25T18:21:53Z

Amohammad at 18:20, 25 March 2024

2024-03-25T18:20:10Z

Amohammad at 18:09, 25 March 2024

2024-03-25T18:09:55Z

Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> Address Book >> Contact >> Task Alerts '''Screen Name''' CONTACT File:Contact_Page.jpg ===H..."

2024-03-25T18:09:10Z

Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> Address Book >> Contact >> Task Alerts '''Screen Name''' CONTACT File:Contact_Page.jpg ===H..."

New page

__NOTOC__

===General Information===

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

'''Screen Name''' CONTACT

[[File:Contact_Page.jpg]]
===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:

[[File:Task_Alerts.jpg]]

'''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]

[[Category:Address Book]]

@@ Line 18: / Line 18: @@
 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 1:''' Select the row you would like to add a new alert for (contract mgr, creator, etc) and click the plus button:
 [[File:Step_1_Task_Alerts.png]]

@@ Line 6: / Line 6: @@
 '''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:
 [[File:Task_Alerts.png]]
@@ Line 18: / Line 17: @@
 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:
 [[File:Step_1_Task_Alerts.png]]
 '''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:
 [[Category:Address Book]]