Siebel Customer Relationship Console User Guide > Adding Information >

Creating Alerts


You can create alerts (see Figure 13) with different kinds of warning information, such as for fraud detection, in order to alert other members of your organization.

Figure 13. Adding Alerts View
Click for full size image

To add an alert

  1. Start a customer session for the customer for which you are adding the alert.
  2. Select the Alerts session tab and click New.
  3. Complete all of the fields, which are described in the following table.
    Field
    Description

    Category

    The level of severity for the alert.

    Duration

    Together with Unit Type determines the valid dates for the alert.

    Message

    The context of the alert.

    Type

    The type of alert.

    Unit Type

    Together with Duration determines the valid dates for the alert.

    Priority

    The level of importance of the alert.

  4. Click Save.

    NOTE:  At any time before you click the Save button you can click Cancel to cancel the alert and return to the Summary view.

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