On this page, the below topics will be explained:
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What is the Alert Groups section about?
In the The Alert Groups section , users can set up alerts to be received via email if there is an issue with a specific CRM feature. For example is the UI to set up which CRM users will receive the alert via email.
Please note that the email, where the alert is sent, is the one registered in CRM and the one each user use to log in.
Where is the Alert Groups section located?
Log into CRM and go to the left-side menu
Scroll the menu down to the System Settings
Then click on Alert Groups.
How to create an alert
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To create an alert, please email DFO tech Support at: support@dfogpc.com |
Once the DFO IT team have developed the alert, users can configure the CRM UI as per the below steps.
Click on the + Create New button
In the Alert Group Settings page, add:
The name of the new alert
The CRM users will receive in their email the alert
Hit the Create button
Once created, the alerts will be displayed on the Alert Groups main page (see the below example)
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Go to the right side of the page and click on the Edit button
In the Alert Group Settings page, make the changes
Click on the Update button
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