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 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?
How do I set up alerts for Events and Tasks?
Table of Contents
Follow these steps to set up a smart activity rule:
1. Click the More displayed in the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Activity Alerts tab.
4. Click the +Add Rule 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:
10. Click Save.
1. Click the More displayed in the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Activity Alerts tab.
4. Click the +Add Rule 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 the 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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment