Alerts Configuration
Admin → workflow
You can set up 1 to 365 days in the Alerts Timer.
Field | Description |
|---|---|
Date Range |
|
Days/Hours/Minutes | Defines how long an application can stay in the current activity before the alert is triggered |
Alert Type |
|
Alert Campaigns |
|
Alert Roles | Defines which user roles the alert applies to |
2. Workflow- General Alert Customization
The process of setting an alert remains the same with the following additions-
2.a. Alerts by Campaign
Alerts can now be enabled for specified campaigns.
By default, alerts are enabled for all campaigns. To select specific campaigns, please select them from the multiselect drop down menu.
To modify alerts campaign setting, please contact support@insellerate.com.
2.b. Alerts by Date Range
Alerts can now be displayed by a specified date range.
By default, alerts from July 1st 2018 – Present will be displayed in inFlow.
To modify the alerts date range setting, please contact support@insellerate.com.
How to Add Alert Details: Note and Due Date Timer
Admins can add notes and set a due date timer to display on prioritized alerts. This functionality enhances the prioritized alerts and sets due dates for the alerts. This allows loan officers to sort by due dates to prioritize their work.
Click inFocus.
Click Alerts Priority from the drop-down options to open the Alerts Priority window.
Click the edit pencil icon of a selected alert to open the Alert Details popup window for that alert.
Enter information in the Alert Note field.
Set the Due Date Timer by adding the number of days, hours, or minutes from the create date for the due date.
Click Update to save the note and due date.
Alert Details
Notes must be less than 50 characters.
Due dates must be less than 365 days.