How to Create an ALERT

by | Feb 16, 2015 | FAQ CAMELS BusinessLink | 0 comments

How to create an ALERT notifying of a change to a prospect/customer. (Procedure allows anyone with system access to notify “Lead Assigned To” or “Referred By” responsible party of a change or “note added” to prospect/customer.)

Creating an Alert:

  • If you want to make a comment/change to a Contact that is not directly assigned to you go to RECORDS/CRM page.
  • If you are making a comment/change to a Contact other than yours and want to inform the person managing the “Lead Assigned to” or “Referred By” … you must first Alert them prior to the comment/change.
    • Creating an ALERT …
      • First go to RECORDS … CRM (Select specific Contact then right click on the three dots/last item in the row, as shown)  creating-an-alert-1
      • Then click on “Alert Me” when screen appears creating-an-alert-2
      • Then click on ‘Advanced’ then click on ‘Alert me’ Advanced2
      • Place change reference and/or customer name in Alert Title box creating-an-alert-3
      • Change Out “Users” name and type in Desired Name to whom the Alert is to go to creating-an-alert-4
      • Scroll to top or bottom of Alert card and click OK
      • When you click ‘OK’ an automatic email will then go to the User designated after you have made a change. You must set an Alert before making a change or CBL will not recognize that the change must generate an Alert message.
      • The email Alert will reference that a change has been made and that the ‘Assigned To’ person will receive an email notification.
        • (If you changed who is now responsible for the contact ‘Lead Assigned To’ that Contact will now appear in their Leads Assigned under Views.)
  • Where can ALERTS to your individual prospect/customer(s) be made
    • You can make an ALERT within any category starting with the word ‘Edit’
    • ALERT Function can be found in the following categories:
      • ACTIONS
        • Edit Prospect/Customer
        • Edit Bank Product
        • Edit Customer Note
        • Edit Shareholder
        • Edit Shareholder Note
        • Edit Service Issue
      • RECORDS
        • CRM
    • Find the Contact (listed alphabetically) and click on the cell that has the information you want to change (All cells have ‘filters’ to make your selection)
    • Look for the CAMELS ID # and Three Dots at the end of each record camelsid_3dots
    • Go back to the top of the page and click on STOP EDITING to initiate the new work flow that now includes an Alert function.