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.

Show_alert_as.jpg

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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