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 - Schema Name of the Entity in CRM where the alert will display and/or where the query will start from. For more information on how to find the Schema Name of an Entity, please navigate to How to find the Schema Name of an Entity.
- 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 on the Portal as part of the alert. This text can be formatted using the WYSIWYG Editor located on the Alert Record.
- Red - High Priority Alert
- Yellow - Medium Priority Alert
- Blue - Low Priority Alert
- Green - Confirmation Alert
- 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, Confirmation
5. Creating an Alert Query
Creating a Query for your Alert will define who the Alert is displayed to. Refining the criteria in the Query will allow you to create custom Alerts that display a specific sub-set of people. In order to modify the Alert Query, navigate to your Alert Record. Click on View Query.
Clicking on View Query will open an Advanced Find window. In order to edit this Query, click on the Details button.
Modify the criteria to what is appropriate for the Alert, and click Save.
In the example above, Active Contacts that have a Birth Date of Today will receive this Alert.
(Note that the Look For: Drop-down menu is automatically set to Contacts, because we defined this earlier on the Alert Record.)
6. Create your Alert Web Element
If you would like to embed Alerts into your own website, you can access Alerts in the web element designer once you have logged in.
Note: If you are not logged in, you will see an error message.
If there are no Active Alerts and you are logged in, then the preview pane will show as blank. If you do have have Active Alerts and are logged in, then this is reflected in the preview pane.