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Getting Started > My Homepage > Reviewing Your Alerts

Reviewing Your Alerts

Company administrators use alerts to broadcast company information, such as meeting notices and policy changes. Company alerts appear on My Homepage, and depending on how an alert is configured, it might also appear in a scrolling text bar at the bottom of each page in Oracle CRM On Demand, or in a pop-up window when you sign in to Oracle CRM On Demand, or in both of these locations.

Your administrator can optionally configure a company alert so that it is displayed only for users who have a certain role. In general, users can review only the alerts that are displayed for all users, and the alerts that are configured to be displayed for their own role. However, if your role includes the Manage Company privilege, then you can review all alerts, including the alerts that are restricted to certain roles.

If you are a sales representative whose information is included in your company’s sales forecasts, you will receive an alert when the forecast has been generated as well.

Your administrator can add files and URLs to an alert as attachments. To access a file or URL that is attached to an alert, and to view the details of the alert, you must access the alert from My Homepage.

To review your alerts on My Homepage

1. Click the Home tab.
2. In the Alerts section, you can:
   • Click the link for the alert you want to review, if it currently appears on My Homepage.

     The Alerts page opens with additional alert information about that alert.

   • Click the Show Full List link.

     The Alerts (List) page opens where you can select an alert, select an option from the drop-down list to limit the types of alert records you see, or create your own filtered list for alerts.

To access a file attached to an alert

1. Open the alert record.
2. In the Attachments section of the alert, click the View link for the file.

   You can choose to open the file, or save it to your local machine.

To access a URL attached to an alert

1. Open the alert record.
2. In the Attachments section of the alert, click the View link for the URL.

   The target URL opens in a new browser tab.

Alerts in Pop-Up Windows and in the Scrolling Text Bar

If an alert pop-up window appears when you sign-in to Oracle CRM On Demand, then it displays the title and description of a single alert. If the scrolling text bar at the bottom of the page is active, then it displays the title of each active alert that is configured to display there for you, unless you have already dismissed the alert.

If you want to prevent an alert from displaying for you in the future, then you can dismiss the alert by selecting the check box labeled “I have read this, never show again”, either in the alert window, or from the scrolling text bar. Dismissing an alert prevents the alert from appearing in a pop-up window when you sign in to Oracle CRM On Demand, and also prevents the alert from appearing in the scrolling text bar. The alert continues to be available to you from My Homepage. Dismissing an alert does not prevent the alert from being displayed for other users.

The scrolling text bar is not active if either of the following is true:

• No active alerts are configured to be displayed there for you.
• You have dismissed all of the active alerts that are configured to be displayed in the scrolling text bar for you.

The content of the scrolling text bar is not refreshed while you are working in a page in Oracle CRM On Demand, unless you refresh the page. The content is automatically refreshed when you navigate to a new page in Oracle CRM On Demand.

In the scrolling text bar, you can do the following:

• View the full description of an alert by hovering your pointer over the alert title.
• Collapse the scrolling text bar by clicking the minus (-) icon.
• Expand the scrolling text bar by clicking the plus (+) icon.
• Dismiss an alert by clicking the alert title, then selecting the check box labeled “I have read this, never show again”, and then clicking OK.

If the scrolling text bar is expanded, then the expanded state persists when you navigate away from the current page or refresh the current page. If the scrolling text bar is collapsed, then when you navigate away from the current page or refresh the current page, the scrolling text bar is automatically expanded if either of the following is true:

• There is a new alert to be displayed for you in the scrolling text bar.
• An alert that you have not dismissed and that is configured to be displayed in the scrolling text bar for you has been updated.

Otherwise, the collapsed state persists.

Each time you sign in to Oracle CRM On Demand, the scrolling text bar is expanded if there is content to be displayed there for you.

Related Topics

See the following topics for related information:

• Alert Fields
• Working with Lists