Setting Alerts for Actions from the CRM/Job Managment Center

The following explains how to set up alerts for actions in the job managment center.

Step 1

Under 'Jobs & Orders,' click 'Job Management.'

Step 2

Select a job from a list of jobs

Step 3

Click on the 'Actions' tab

Step 4

Select the action you wish to set an alert for and click the change triangle

Step 5

Check the alert box to set an auto alert