Alerts
To open the Alerts screen, hover over the Configuration link from anywhere within IntelliDealer and select Miscellaneous> Other> Alert Management from the drop down list.
The alert messaging system in IntelliDealer is used to configure alerts that are automatically sent to customers, technicians, or dealership staff under various circumstances. To see more detailed information about each alert type, see the Alert Type Overview topic. For a description on the entire alert management system, see the Alert Management Overview topic.
The Alerts screen displays the existing alert messages that have been configured for your dealership and allows you to perform the following actions:
- To edit an existing alert, click the Alert name.
- To create a new alert, click the Need to create a new alert? Click here to add link
- To set the alert methods for your dealership, click the Setup alert methods link.
- To configure the recipients for each alert type, click the Setup alert receivers link.
The following sorting option appears on the Alerts screen:
| Option | Description |
|---|---|
| Sort by | Sort the search results by either the branch Location or Alert name. |
The following search field appears on the Alerts screen:
| Field | Description |
|---|---|
| Selection Location | Search for an alert by entering the location it applies to. |
| Select Alert | Search for an alert by entering the alert name. |
| Receiver | Search for an alert by entering the name of the intended recipient. |
| Select Audience | Search for an alert by selecting the intended audience type. |
| Select Staging | Search for an alert by selecting when the alert has been configured to be sent. |
| Select Area | Search for an alert by selecting the business area that the alert applies to. |
The following fields appear on the Alerts screen:
| Field | Description |
|---|---|
| Alert | Describes the type of alert message. For more information about each alert type, see the Alert Type Overview topic. |
| Location | The location that the alert message applies to. |
| Field |
In conjunction with the Value field, this field outlines the recipients configured for the alert. For example, if the value in the Field field is Customer and the value in Value field is Y, it denotes that the alert has been configured to send alert messages to any customer that has been configured as a recipient on the Alert Receivers screen. |
| Value |
The name of the recipient configured for the selected alert. If Y is displayed in this field, no specific recipients have been configured but any user or customer configured as a recipient on the Alert Receivers screen will receive the alert message. |
The following buttons allow you to complete your work on the Alerts screen:
| Button | Function |
|---|---|
| Close | Closes the Alerts screen. |