Setting User Preferences to Receive Saved Search Alerts

Users can set individual preferences to receive alerts about saved searches for which an administrator has defined them as eligible recipients.

Note the following:

• Alerts are available only for saved searches for which the following are true BEFORE a user subscribes:

  • Saved search is public.

  • Send Email Alerts When Records are Created/Updated option is enabled.

  • Allow Users to Subscribe option is enabled.

• Users who subscribe to saved search alerts are added to the Specific Recipients list for the saved search, on the Email subtab.

• Users subscribed to saved search alerts also may receive scheduled emails of saved search results, if the Send Email According to schedule option is enabled AFTER they have subscribed.

• For more information about saved search alerts and scheduled emails, see Saved Search Email.

To set preferences to receive saved search alerts:

1. Go to Home > Set Preferences.

2. On the Set Preferences page, click the Alerts subtab.

3. Select the time(s) when you want to receive email alerts.

4. Enable the Include links in HTML alerts option to have the key indicators and reminders included in your alerts appear as links.

   When you click a link, a browser window opens where you can log in to NetSuite and view the report for that key indicator or reminder.

5. If you want to send on-demand alerts, enable the Send an On-Demand Alert from this Role option.

   On-demand alerts enable you to send email to [e-mail] or to reply to an alert email and receive an email from NetSuite with the contents of your dashboard to your login email address.

6. If you want to base email alerts on a date other than the one set in your dashboard's Quick Date Selector portlet, disable the Respect Quick Date Portlet settings box. By default, this preference is enabled.

7. If you want alerts to be sent to an alternate email address, select from the E-Mail dropdown list.

8. To select one or more saved searches for which you want to receive alerts:

   1. In the Record Type dropdown list, select the type of record returned by the saved search. (Not all record types are available. For a list, see Types of Saved Searches Available for Alerts.)

   2. In the Search dropdown list, select the saved search. (Only public saved searches marked as Allow Users to Subscribe appear in the dropdown list.)

   3. If you to receive alerts for updates as well as adds, enable the Send on Update option.

   4. If you have enabled the Send on Update option, and you want these alerts to include information about changes, enable the Show Recent Changes option.

   5. Click Add.

   6. Repeat these steps to add each saved search for which you would like to receive an email alert.

9. Click Save.

Related Topics

• Saved Search Email
• Enabling Saved Search Scheduled Email
• Canceling Scheduled Saved Search Emails When No Results
• Enabling Saved Search Email Alerts
• Types of Saved Searches Available for Alerts
• Defining the Sender for Saved Search Email
• Defining Recipients for Saved Search Email
• Customizing Saved Search Email Content
• Sending Summarized vs. Single-Record Results

General Notices