Using Alerts
Alerts help you keep track of activities with triggered alarms and unconfirmed activities. Your Alerts options determine how you will be alerted for alarms and new unconfirmed activities.
You can snooze or dismiss selected activity alarms, or snooze or dismiss all of your alarms. You can also view Activity details and accept or decline unconfirmed activities.
- If the Alerts notification appears in your menu bar, click the drop-down arrow to display Alerts details.
If the Alerts notification does not appear in your menu bar, then either you have no current alerts or your Alerts options may need to be changed.
- If you want to hide your active Alerts, click the drop-down arrow in the Alerts area of the menu bar.
The Alerts view will remain minimized until you click the drop-down arrow again or you receive a new alert.
Alarms
The Alarms tab in the Alerts view lists activities with active alarms. You can snooze or dismiss alarms or view, complete or delete activities from the Alarms tab.
- Select the check box for each activity alarm you want to snooze.
- Select a time increment in the Snooze by box, and then do one of the following:
- Click Snooze to snooze any selected activity alarms.
- Click Snooze All to snooze all of the activity alarms, even if they are not selected.
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Do one of the following:
- Select the check box for each alarm you want to dismiss, and then click Dismiss.
- To dismiss all alarms, click Dismiss All.
- Click the activity type and regarding information that appears in blue text next to the activity icon.
Your Alerts are hidden and the activity detail view opens.
- To open the detail view, click the record name.
- Select the check box for each activity you want to complete.
- Click the Complete selected activities
button in the top part of the view. - Do one of the following:
- If you selected only one activity, follow the remaining steps for completing an activity.
- If you selected more than one activity, follow the remaining steps for completing multiple activities.
- Select the check box for each activity you want to delete.
- Click the
- Click OK to confirm the deletions.
Unconfirmed
An unconfirmed activity is an activity notification that you need to confirm or decline.
- Click the activity type and regarding information that appears in blue text next to the activity icon.
Your Alerts are hidden and the activity detail view opens.
- In the grid, click the unconfirmed activity that you want to accept or decline.
- Do one of the following:
- Click Accept to confirm that you will attend a phone call or meeting.
- Click Decline to confirm that you will not attend a phone call or meeting.
- Click the Show Calendar link at the bottom of the view.
- Click the Show Confirmations link at the bottom of the view.
