Setting Alerts for Activities


You may add an activity to a constituent's timeline that you want to be alerted to when you, or a colleague, next retrieves the constituent's record. For example, the constituent might have made a complaint which you want people to be aware of, or perhaps you need to re-confirm communications preferences.

Add the activity to the timeline in the normal way and set the Show as Alert switch to Yes.


When the constituent's record is retrieved, the presence of an alert will be shown by an orange speech bubble at the top of the constituent's record (as shown below) - if you place the mouse over the speech bubble a summary of the 'alerted' activities will be shown. 


To de-activate the alert, locate and open the activity within the constituent timeline and toggle the Show as Alert switch to No and save the activity.



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