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 Events and Tasks?
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 emails?
Table of Contents
Follow these steps to set up an Email Alert rule:
1. Click the More displayed on the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Email Alerts tab.
4. Click the +Add Rule displayed on the top right corner of the Alert Configuration page.
5. Enter the Alert Message.
6. Set up conditions for alerts as follows:
8. Select one or more alert channels by clicking the checkbox Alert channels.
9. Click Save.
1. Click the More displayed on the top right corner of the Actions dashboard.
2. Select Configuration.
3. Click the Email Alerts tab.
4. Click the +Add Rule 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:
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.ii. Agent awaiting response if you want to enable alerts for your emails that have not received a response from a client.
8. Select one or more alert channels by clicking the checkbox Alert channels.
9. Click Save.
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