Alerts will appear at the top of the page. To view alerts, click on the Bell icon on the upper right-hand side of the screen.
To dismiss individual alerts, click the blue dot next to the alert. To dismiss all alerts, click on the "Dismiss All" button.
These alerts can include:
Alert | Function |
Tasks | An alert is generated when a new task has been assigned to you. A link is provided for viewing the alert. When another user completes a task you have assigned to them, an alert is also generated. |
Failed Emails | An alert is generated when an email fails. A link is provided for viewing the failed email. |
Online Payments | An alert is generated when an online payment has been created via the Pay Order or Orders With Balances page. The alert goes to the assigned CSR on the order, if there is no assigned CSR, it goes to the assigned Sales Rep on the order and if there is no assigned Sales Rep it goes to the selected Receiver on the order. |
Online Quotes | There are alerts for new orders from converted quotes (online). The alert goes to the selected receiver on the quote. |
Proof Status | Proof changes or approvals. This should go to whoever sent it. The alert goes to the user that created the proof record. |