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 events and tasks?
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 emails?

Follow these steps to set up an email alert rule:
1. Click the More icon displayed on the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Email 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. Set up conditions for alerts as follows:
a. Choose an Owner (record assignee)
b. Choose a Mailbox
c. Choose:
i. Client awaiting response if you want to enable alerts for client emails that you have not responded to.
ii. Agent awaiting response if you want to enable alerts for your emails that have not received a response from a client.
7. Enter the number of days after which you want to receive an alert.
8. Select one or more alert channels by clicking the checkbox Alert channels.
9. 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