How do I add email alerts for SLA violations in Vtiger CRM?
Follow these steps to add alerts for SLA violations:
- Log in the CRM.
- Click on the User Menu in the top right corner.
- Click Settings. The Settings page opens.
- Select Support > SLA Policies.
- Click +Add SLA.
- Select the required Module. The Configuring SLA Policy page opens.
- Enter the details such as SLA name, operational hours, etc.
- Set the first response and resolution limits under Set SLA Targets.
- Enter or select the following information to add an Alert:
- Priority - Select the SLA Priority (e.g., Low, Medium, High, or Urgent) for which the alert should be triggered.
- Users - Select the Users (such as Assigned to User, Co-owner, or a specific User) who must be alerted when the SLA is about to be violated.
- Alert Time - Specify the time before or after the SLA is violated when the email alert should be triggered.
- Email Template - Select the email template to be used for the alert notification.
- Click Save.