Activity alerts

Jo Grant -

Updated for Synergist 12.5

There are three different types of alerts that can be setup from within activities. Each of these will send an email to the relevant people (eg activity owners, internal job contacts and handler) containing information and links to the activity and related clients, jobs, phases etc.

Reminder alert:
This is set by selecting an option from the Reminder drop-down field:


The drop-down is related to either the Start date / time or the Due date / time due fields above and ranges from 0 minutes to 3 months with various options in between.
An alert will be sent at the relevant date and time based on the reminder selected.
A scheduled alert will only be sent once unless the date / time parameter the alert is tied to is changed.  Assuming the date / time is moved forward into the future the alert will be sent again at the new scheduled time.

Immediate alert: This has two functions. It will initially send and email alert to let relevant parties know that the activity has been generated. Following that an update will be sent for every update of comments / history.

Alert on completion: When the 'complete' tick box is updated an alert will be sent to relevant parties.


NOTE: Alerts will not be sent to the 'current user'. As examples: if you complete the activity and are a relevant owner you won't receive the email, but others will; if you set an 'immediate alert' and are a relevant owner you will not receive an email, but others will.

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