Alerts allow you to monitor the system for changes and send notifications to users.

Initial Setup

• Initial Alert setup
• Setting the tables, pages, fields and events used for Alerts
• Setting up the email template used an Alert

Creating Alerts

There are two methods for creating alerts in the system.

• Creating a new Alert
• Creating a new Alert (advanced)

Alert Setup

• Working with Alert triggers
• Changing who receives an Alert
• Managing when an Alert triggers
• Updating the email content for an Alert
• Scheduling Alerts

Administration

• Viewing the Alert queue and logs

Examples

If you’d like some example Alerts to work from, see the following:

• Alerting when a new G/L account is created
• Alerting when payment terms are changed on a vendor
• Alerting 90 days after resource’s employment date
• Alerting when inventory is below safety stock
• Sending a weekly summary of new customers