Creating Alerts

When you create an alert, all designated connected users receive the alert at the date and time the alert is activated. Mobile users, such as sales field representatives, receive an activated alert after synchronization.

To create an alert

  1. Navigate to the Administration - Alert screen, then the Alerts view.

  2. In the Alerts list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    This table describes the fields to complete in the Alerts list when creating an alert.
    Field Comments

    Priority

    Select the priority of the message. The priority of the message determines where the message appears in the list of alerts on the users’ home pages. Messages with the highest priority are at the start of the list.

    Keyword

    Type the keywords that the user searches on to find this message.

    Type

    Select a value to determine who receives the alert, as follows:

    • Employee Home Page Alert. Displays the alert on all employees’ home pages.

    • Partner Alert. Displays alerts to employees of registered partner companies.

    • Program Information. Displays the alert to self-registered, individual partners.

    • Public Information. Displays the alert to unregistered, anonymous users.

    Abstract

    Type a brief abstract that summarizes the message. This field appears as a hyperlink on the appropriate users’ home pages.

    Activation

    Select the date when the message first appears to users.

    Expiration

    Select the date when the message no longer appears to users.

    Partner Alert

    Select the check box to indicate that the alert is seen by users in partner companies.

    Employee Alert

    Select the check box to indicate that the alert is seen by employee users.

    All Users

    Select this check box to indicate the alert is seen by all users, as indicated by the Employee Alert or Partner Alert check boxes.

    For example, if the Employee Alert check box is checked, and the All Users check box is checked, then all employees see the alert.

    Message Body

    Type in the text of the message, including HTML formatting code if needed.

    Alerts can be enhanced by using the following HTML formatting codes:

    • <b>text</b> for bold

    • <u>text</u> for underline

    • <i>text</i> for italics

    • <h4>text</h4> for font size

    • <a>href=“http:text"</a> for a hyperlink to Web page or site

    Preview

    Displays the message as it appears to users.

  3. Drill down on the Abstract field in the new record.

  4. If you want to add literature as an attachment, then complete the following steps:

    1. Navigate to the Literature view.

    2. In the Literature list, create a new record for the literature item.

      Note: Only literature of type Sales Tool can be added.

  5. If you want to add a product as an attachment, then complete the following steps:

    1. Navigate to the Product view.

    2. In the Product list, create a new record for the product.

  6. If you want to specify the recipients, then complete the following steps:

    1. Navigate to the Recipients view, then the Recipient Divisions or Recipient Positions view.

    2. Create new records to the Recipient List.

    Remember, if you select the All Users check box in Step 2, then the message is automatically sent to all recipients.