Stay on top of your calls by setting up alerts to send SMS messages or emails.
For example, you can receive alerts for calls that haven't been booked into or out of the system, ensuring all communications are tracked.
⚠️ Important: SMS messages are chargeable. For more details on this, please contact your account manager.
Set up the user
The first step is to link an employee record to a user so we know to whom to send the alerts.
Click Settings, then click Other.
Click Profiles & Users, then click Users.
Next to the user, click the arrow button.
On the employee list, select the employee, then click the save button.
Enter employee contact information
Next, you’ll need to ensure that the linked employee has contact information in their record.
Click Dashboard, then click HR.
Click Employee, then click Find.
Next to your employee, click the arrow button.
Click the Communication tab, then enter a mobile number and email address.
Click the save button.
Set up an alert trigger
You can now set up an alert trigger by following these simple steps.
Click Settings, then click Monitoring.
Point to Alert, then click Management.
Next to the branch and area, click the arrow button, then click the plus button.
Enter the information for your alert.
Click Save.
Field | Description |
Start Time | The start of your alert period. |
End Time | The end of your alert period. |
User | The user to receive the alert. |
Days | The days the alert sends. |
First alert occurs after | The number of minutes to pass before the alert is sent. |
Subsequent alerts occur every | The number of minutes after the first alert is sent before another alert. |
Number of times alert occurs | The number of time the alert occurs. |
Send SMS | Select to send the alert via SMS. |
Send Email | Select to send the alert via email. |
📌 Note: Currently, it’s not possible to use alerts for annual leave requests.