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 Menu Bar, 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 theMenu Bar.

    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:
    1. Select the check box for each activity alarm you require to snooze.
    2. Select a time increment in the Snooze by field, and 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.
  • Dismiss one or more alarms:
    • Select the check box for each alarm you want to dismiss, and then click Dismiss.
    • To dismiss all alarms, click Dismiss All.
  • 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 a Contact, Account or Lead record name, to access the respective detail view.
  • Dismiss one or more alarms:
    1. Select the check box for each activity you want to complete.
    2. Click Complete selected activities in the top part of the view.
    3. Do one of the following:
  • Delete activities:
    1. Select the check box for each activity you want to delete.
    2. Click Delete Selected in the top part of the view.
    3. Click OK 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:
    1. In the grid, click the unconfirmed activity that you require to accept or decline.
    2. Do one of the following:
      • Click Accept to confirm that you attend a phone call or meeting.
      • Click Decline to confirm that you do not attend a phone call or meeting.
  • Click the Show Calendar link at the bottom of the view, to view the Calendar.
  • Click the Show Confirmations link at the bottom of the view, to view the Confirmations tab on the Activity view.