Alert Categories

Alerts can be grouped into categories, which can then be assigned to users.

In the Main Menu, click Setup, Alert Categories.

A list of internal groupings show at left. Customized alert categories show on the right. Only customized alert categories can be edited.

Add an New Category

Highlight an internal alert category, then click Copy. Or highlight a custom alert category and click Duplicate. The new category will list under Custom.

Edit Alerts in a Category

  1. Double click a custom category.
  2. Highlight the alerts to attach to the category. Deselect the alerts you do not want attached to the category.
  3. Click OK to save.

Note: Each custom alert category has a child/parent relationship with the internal category it was copied from. Thus, if a new alert is added to an internal category (the parent), the alert is also automatically added to the custom category (the child).

Delete an Alert Category

  1. Double click a custom alert.
  2. Click Delete.