Interactions alerts

The system can be configured to generate alerts to specified employees in the form of desktop message or emails when an interaction, contact, or evaluation is added to or removed from a flagged folder.

The administrator configures the alerts and the rules that specify the conditions for triggering the alerts in the Tracking application (under Organization Rules).

When interactions alerts are configured, every five minutes, the system checks to see if items were added to or removed from the defined flag folders since the last rule check. If the trigger conditions of the rule are met, the system alert mechanism triggers an alert to the target users according to rule definitions.

A separate alert is triggered for each rule. Each alert can contain one or more items (interactions/contacts/evaluations).

Related topics 

Assign an evaluation flag

Assign a contact flag