What is the Alert Groups section about?

The Alert Groups section is the UI to set up which CRM users will receive the alert via email.

Where is the Alert Groups section located?

1. Log into CRM and go to the left-side menu

2. Scroll the menu down to the System Settings

3. Then click on Alert Groups.

How to create an alert

1. Once the DFO IT team have developed the alert, users can configure the CRM UI as per the below steps.

2. Click on the + Create New button

3. In the Alert Group Settings page, add:

   1. The name of the new alert

   2. The CRM users will receive in their email the alert

   3. Hit the Create button

      Open

      

4. Once created, the alerts will be displayed on the Alert Groups main page (see the below example)

   Open

   

How to edit an alert

1. Go to the right side of the page and click on the Edit button

2. In the Alert Group Settings page, make the changes

3. Click on the Update button

How to delete an alert

Go to the right side of the page and click on the Delete button, to remove the alert from the system