Selecting the Account List for Alerts

This option enables you to select an account list for Alerts, based on the alert setting these selected Account List are monitored.

  To select the Account List, perform these steps:

  1. Select a Account List from the drop-down, and then click Browse Icon to view the members within the Account List. The Select an Account List dialog box is displayed.

    Note:

    If you have created number of Account List in the Business Model screen, then all the configured Account List are displayed in the drop-down.

  2. On Select an Account List dialog box, perform these steps:

    1. Select the required Account Member List for which you want to set the alerts.

    2. Optional: Select the Show Description option to view the detail description of the Account Member.

    3. Select the required Operator for which you want to set the threshold value.

    4. Enter a Value for which you want to set the threshold.

  3. After setting the logical operator and the threshold value for each Account Member, click Save and Close.

    The Account List is displayed.

    Note:

    Ensure that you provide the correct configuration details. If necessary, you can modify the configuration settings before clicking Save and Close.

    Note:

    As a returning user, you can change the existing configuration settings.