FAQs in this section
What is Vtiger Buzz?
Can I be alerted when my colleague shares a List with me?
How do I identify Idle records?
What is the Actions dashboard?
What is the left menu?
How can I set up alerts for emails?
How can I set up alerts for @mentions?
How can I set up Smart Alerts?
What are lifecycle conditions?
How can I set up lifecycle conditions?
Can I receive alerts when a record is assigned to me?
How can I set up alerts for idle records?

How can I set up alerts for events and tasks?

Follow these steps to set up a smart activity rule:
1. Click the More icon displayed on the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Activity Alerts tab.
4. Click the +Add Rule button displayed on the top right corner of the Alert Configuration page.
5. Enter the Alert Message.
6. Select a module from the Module drop-down.
7. Click Add Condition. Conditions define the criteria based on which alerts must be displayed.
8. Fill in the following details to set up conditions:
a. Select Field: Field on which conditions are specified.
b. Choose List Conditions: Conditions to be met to activate an alert.
c. Enter value: Execute the alert if field value equals the value specified here.
9. Select one or more channels to receive alerts by ticking the Alert channels checkbox.
10. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube