Using alerts
Alerts help you keep track of activities with triggered alarms and unconfirmed activities. The Alerts options determine how you are alerted for alarms and new unconfirmed activities.
You can snooze or dismiss selected activity alarms, or snooze or dismiss all of the alarms. You can also view Activity details and accept or decline unconfirmed activities.
On this page you can:
- View Alerts: If the Alerts
notification appears in your menu bar, click the drop-down arrow to display Alerts
details. Note: If the Alerts notification do not display in your , you have no current alerts or your Alerts options are required to be changed.
- Minimize alerts: If you require to
hide your active Alerts, click the arrow in the Alerts area of the
The Alerts view remain minimized until you click the arrow again or you receive a new alert.
. - Set Alerts Options. See Setting Alerts options
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.
On the Alarms tab you can:
- Snooze alarms:
- Select the check box for each activity alarm you require to snooze.
- Select a time increment in the
Snooze by field, and
do one of the following:
- Click to snooze any selected activity alarms.
- Click to snooze all of the activity alarms, even if they are not selected.
- Dismiss one or more
alarms:
- Select the check box for each alarm you want to dismiss, and then click .
- To dismiss all alarms, click .
- Go to the
Activity detail view:
- Click the
activity type and regarding information that displays in blue text next
to the activity icon.
Your Alerts are hidden and the Activity detail view is displayed.
- Click the
activity type and regarding information that displays in blue text next
to the activity icon.
- Click a Contact, Account or Lead record name, to access the respective detail view.
- Dismiss one or more
alarms:
- Select the check box for each activity you want to complete.
- Click 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. See Completing an activity
- If you selected more than one activity, follow the remaining steps for completing multiple activities. See Completing multiple activities
- Delete activities:
- Select the check box for each activity you want to delete.
- Click in the top part of the view.
- Click to confirm the deletions.
Unconfirmed
An unconfirmed activity is an activity notification that you need to confirm or decline.
You can perform these tasks on the unconfirmed activities:
- View unconfirmed activity details:
Click the activity type and regarding information that displays in blue text
next to the activity icon.
Your Alerts are hidden and the Activity detail view is displayed.
- Accept or decline an
unconfirmed activity:
- In the grid, click the unconfirmed activity that you require to accept or decline.
- Do one of the
following:
- Click to confirm that you attend a phone call or meeting.
- Click to confirm that you do not attend a phone call or meeting.
- Click the link at the bottom of the view, to view the Calendar.
- Click the Confirmations tab on the Activity view. link at the bottom of the view, to view the