FAQs in this section
How do I log out from Vtiger CRM?
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?
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?
What is the Actions dashboard?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
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:
- Log in to the CRM.
- Click Main Menu.
- Go to Essentials.
- Go to Collaboration > Actions. The Actions page opens.
- Click Alert rules. The Configure alert rules page opens.
- Click +Add Alerts. The Add Alert Rule window opens.
- Select Alerts - Select Smart Alerts from the drop-down.
- Module - Select the module where you want to receive alerts like Deals, Contacts, etc.
- Alert message - Enter the text you want displayed in the alerts.
- Whom to Alert - Specify the users who should receive alerts.
- Conditions - Select All Conditions, Any Conditions, or both.
- All conditions -Click the + Add Conditions and select the Field and Conditions. Alerts are displayed when all the conditions are true.
- Any conditions -Click the + Add Conditions and select the Field and Conditions. Alerts are displayed when at least one of the conditions is true.
- Idle since days - Receive an alert when a contact has been inactive for a specified number of days.
- Life cycle conditions - Enable the toggle button to add life cycle conditions, then select the sales stages from the drop-down menu.
- Alert channels - Choose how you want to be alerted—via Email, Desktop, or Microsoft Teams. You can also choose more than one channel by enabling the required checkbox.
- Click Save.
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