Applications Administration Guide > Alerts >

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

   Some fields are described in the following table.

   Field	Comments
   Priority	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 top of the list.
   Keyword	Enter keywords that the user searches on to find this message.
   Type	The type chosen from the drop-down list helps 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	Enter a brief abstract that summarizes the message. This appears as a hyperlink on the appropriate users' home pages.
   Activation	Enter the date when the message will first appear to users.
   Expiration	Enter the date when the message will no longer appear to users.
   Partner Alert	Indicates that the alert is intended for partner companies. Make sure that this field is selected so that your alert will be seen.
   Employee Alert	Indicates that the alert is intended for employee users. Make sure that this field is selected so that your alert will be seen.
   All Users	Select this box if you want the alert to appear to 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, all employees receive the alert.
   Message Body	Type in the text of the message, including HTML formatting code if desired. Alerts can be enhanced by using the following HTML formatting codes: <b>text</b> = bold <u>text</u> = underline <i>text</i> = italics <h4>text</h4> = font size <a>href="http:text"</a> = hyperlink to Web page or site
   Message Body Preview	Displays message as it will look to users.

3. Drill down on the new record.
4. If you want to add literature as an attachment:
   1. Click the Literature view tab.
   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:
   1. Click the Product view tab.
   2. In the Product list, create a new record for the product.
6. If you want to specify the recipients:
   1. Click the Recipients view tab.
   2. From the Show drop-down list, select Recipient Divisions or Recipient Positions.
   3. Create new records to the Recipient List.

      Remember, if you selected the All Users check box in Step 2, the message will automatically be sent to all recipients.