Configuring Alerts

You can set alerts that run based on different conditions or triggered by certain events within the system. To set up your alert, you’ll want to click the Menu icon > Admin > Configure Alerts

Once on the Alerts page, click new to set your conditions. A pop up window will appear asking you to set your criteria. If you’ve ever set up Rules in Microsoft Outlook, the format here is very similar. You can choose from a number of notification options including, but not limited to:

• When a package is late
• When a package is rejected
• When a note is entered on a package
• When a leasing pipeline event is entered.
• Creating your own general alert

After selecting the type of alert, you’ll want to set the conditions or rules that the alert should abide by. Options may vary based on your selection. Simply click the underlined text to open a pop up where you can further define the condition.

After saving your alert, it will be active, however you’ll still need to determine which users will get the alert if the conditions are met. To set this up, you’ll want to click on the name of the alert. This will open a window with the alert description put in place and directly below it will have a section where you can add a user or group.

You have the option to add Users or Groups:

For users, you have the option to search by name or alphabetically. Select their names and click ‘OK’.

To add groups, you’ll want to select: 1) a user role 2) and the applicable entity. After clicking the option that best fits click ‘OK’

Once you’ve added you correct groups/users select ‘OK’ to have it take effect.

Note the columns towards the far-right side of the page:

• Advance Alert: Indicates how far in advance an alert will be sent based on the conditions set for the alert
• Active: Indicates whether this alert is currently in use
• Last Triggered: Lists that lad date that this alert was processed.