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 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?
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.
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