Sections in this category

Alerts (copied)

Alert records allow you to create notifications to appear in CRM and/or the Portal. They can be created and displayed for any entity, ordered based on priority, and utilize queries to make sure alerts appear on the correct records.  Alerts appear at the top of the record page in CRM and the top of the home page on the portal. Alerts can also be embedded as web elements.

2. Open an existing Alert or click +New to create a new one

3. Update or Enter information into required fields and additional fields as needed

  • Name - Internal name of the Alert
  • Regarding Entity - Entity in CRM where the alert will display and/or where the query will start from
  • Begin Date - Can be blank or set to a date. If left blank, this is not validated; otherwise the Begin Date must be before today.
  • End Date - Can be blank or set to a date. If left blank, this is not validated; otherwise the End Date must be after today.
  • System Query - A link to the system generated Query. You cannot make updates here. Click View Query in the toolbar to update the query.
  • Display in CRM - Select Yes to show this alert on the Entity Record in CRM. Select No if it should not be on the Entity Record in CRM.
  • Display on Portal - Select Yes to show this alert on the Portal. Select No if this alert should not display on the portal.
  • Priority - High, Medium, Low, and Confirmation. The control displays different icons for each (see below).
  • Sort Order - Display of multiple alerts will be sorted by priority, then sort order.
  • Description - Internal details about the alert.
  • Alert Text - Enter the text to display as part of the alert. This text can be formatted using the WYSIWYG Editor located on the Alert Record.
  • CRM Text - Enter the text to display on the Entity Record. This field does not accept HTML Formatting.

4. Alert Priority Icons - High, Medium, Low