How do I configure notifications for case updates, excluding updates made by the case owner?
Follow these steps to add an alert for case updates:
- Log in to the CRM.
- Go to the main Menu.
- Go to Essentials > Collaborations.
- Click Actions. The Actions page opens.
- Click + Add Alert. The Add Alert Rule window opens.
- Enter or select the following information:
- Select Alert: Choose Activity Alert.
- Module: Select Cases.
- Alert Message: Enter an alert message.
- Click Add Conditions.
- Set the condition to Last Modified By is not equal to Current User.
- Select Email as the alert channel.
- Click Save.
The alert will now notify you whenever a case is updated by users other than the case owner