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InterAction+™ AI Answer Center

Configuring Alert Preferences

  • Updated

You can change your personal settings that define Alerts. Alerts will be sent in response to events that meet criteria on the second and third groups of the Alert Preferences. Three groups of settings are available:

  1. Filter Alerts: The settings in this section will determine the default view on the Alerts Overview page when the end user views Alerts by clicking on the Alerts Tab. Here you can also determine the time frame for when the Alerts go out.
  2. Events that trigger an Alert: This List of events indicates when an Alert is triggered.
  3. Groups to Monitor: This List is used to indicate which Contacts you want to monitor.

To Change the Time Frame for When Alerts go out:

  1. Click on the Settings Tab.
  2. Under Notifications, select Alert Preferences.
    1. Under Filter Alerts, Grid Day Range, select a From day(s) ago and To day(s) ahead for the date range you want to display on the grid for the end user.
    2. Under Filter Alerts, Alert Day Range, select a From day(s) ago and To day(s) ahead for the time frame in relation to the event that you want the Alert to go out.

    3. In the example below, Alerts will display for 7 days prior and 7 days ahead on the Alerts page for the end user, and Alerts will be sent for events that happened 3 days ago and that are coming up 1 day ahead:

To Select the Events that Trigger an Alert:

  1. Click on the Settings Tab.
  2. Under Notifications, select Alert Preferences.
  3. To expand the Event triggers, click the down arrow next to the main category.

  4. Mark the check box next to each of the events for which you want to send an Alert. In the example below, an Alert will be sent for all Employment Changes.

To Select Groups to Monitor:

  1. Click on the Settings Tab.
  2. Under Notifications, select Alert Preferences.

  3. Mark the Check box under "Select the List(s) of Contacts that you want to watch", to indicate that you want Alerts sent to monitor these groups. In the example below, when combined with the screen shot above, an Alert will be sent each time an Employment change is made for Contacts I know and My Contacts.