Record Alerts in GoldMine are great automatic pop-up prompts to advise the GoldMine User of some important information about the Company or Contact - e.g. They are on stop or maybe a certain way of dealing with this customer. Wizard Systems have also integrated Record Alerts with Sage Accounts software so that when a customer is put on credit hold in Sage, an automatic alert is assigned to the customer record in GoldMine.
Here’s how to edit or delete record-level alerts:
Via the Go To menu, select Knowledgebase.
Under the KnowledgeBase tab, the System book, find the Contact Alerts folder. This allows contact alerts to be viewed, edited and deleted.
They cannot be modified or deleted from the same place they are created. You must have a record alert in the system for the System book to appear in the KnowledgeBase.
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