Creating and saving Alerts is quick and easy!
- Create a saved View with the criteria you want use for your Alert
- Using the drop-down next to the saved View and select "Schedule Alerts for this View"
- Populate the specifics you want for this Alert
Remember, you can add additional people to receive the Alert by adding them to the "Send alert to this email address". If the recipient does not have a login created for your company's account, they will not be able to see the details of the View. This is a precaution to protect the confidentiality of our customers' data.
Creating and Saving Alerts (video 3 minutes)