FAQs in this section
How do I log out from Vtiger CRM?
What is the Actions dashboard?
What is the left menu in the Actions dashboard?
How do I set up alerts for Events and Tasks?
How do I set up alerts for emails?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
What are lifecycle conditions?
How do I set up lifecycle conditions?
What are record-level analytics?
How do I create charts under record-level analytics?
How do I create a list under record-level analytics?
How do I obtain key metrics of a record using record-level analytics?
What are the different actions I can perform on record-level analytics?
How do I update a CRM record?
What is Quick Create?
How do I use Quick Create?
What are the benefits of using Quick Create?
How do I receive alerts when a record is assigned to me?
How do I set up alerts for idle records?
Table of Contents
By default, idle alerts are available for Leads, Contacts, Organizations, and Deals.
You can enable them and set the duration only if you are an admin user.
Follow these steps to add a new idle alert for other modules:
You can enable them and set the duration only if you are an admin user.
Follow these steps to add a new idle alert for other modules:
- Click the Menu menu.
- Select the Essentials tab.
- Click on the Actions module.
- Click the More icon displayed on the top-right corner of the Actions dashboard.
- Select Configuration.
- Click the Smart Alerts tab.
- Click +Add Rule displayed on the top right corner of the Alert Configuration page.
- Enter the Alert Message.
- Choose whom to alert.
- Select a module from the Module drop-down.
- Fill in the following details to set up conditions:
- Select Field: Field on which conditions are specified
- Choose List Conditions: Conditions to be met to activate an alert
- Enter value: Execute the alert if the field value equals the value specified here
- Specify a value for ‘idle since days’. For example, you can set up an alert for a record that has been idle for five days.
- Specify Life cycle conditions if required.
- Click Save.
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