Have you ever wished you could be notified when a specific event occurred on an account? It could be when a VIP account opens an issue, or maybe when an account is put on credit hold. There are so many potential events that you are someone on your team may want to be notified about and it is easy to set up.
How to set up Record Alerts
First, go to the selected contact record.
Next, select Edit form from the menu and then Record Properties. Finally, select Record-related settings.
Next, click on the Alert tab and then select Enable alerts. You will then select the appropriate alert or create a new alert.
To create an alert, click on the New Alert button shown below. Next, enter a 3-character alert code, the alert description and any optional message that you would like to display when an event triggers this alert.
To the right, you’ll see the notice you’ll receive. Just click the button to acknowledge.
