Using Commit Alerts Server

Commit Alerts are sent when certain events happen in the system, like a new Ticket is created, new Appointments are scheduled, updates are made to existing records, and more.

Each user can defined their Alerts settings and decide in which cases they wish to receive Alerts. The ability to set up Alerts is determined by the role of the user in each case. Possible roles are: Account Manager, Ticket Manager, Appointment Manager, Task Manager and Receive Alerts for any Opened/Closed Ticket.

For each role you hold, you can decide whether you wish to receive Alerts for events related to every role or not. For example, if you select Account Manager Alerts, this means that when you are the Account Manager of an Account, you will receive Alerts for events which are related to this Account. Note that this includes related data Alerts, such as new Charges added to this Account, new Contracts created for this Account, etc.

Note that when you are the Account Manager and Ticket manager of a Ticket, you will receive a single Alert for all events which relate to this Ticket. You will receive the Alerts through your role as the Ticket Manager (Account Manager Alerts are eliminated to avoid duplicate Alerts).
 

Note: You will not receive Alerts for changes you have made.

The Commit Alerts Server setup includes Server Side setup and User Setup. Following is the user setting description.