Add Alert Receiver

The Add Alert Receiver screen allows you to configure the recipients for each alert type at a divisional level. Only users or customers that have been configured as recipients on this screen are able to receive alerts, with the following exceptions:

  • Recipients specified in the Via field of the Add Alert/Edit Alert screen always receive alerts.

  • When configuring a Parts Quote is Expiring, Work Order Quote is Expiring or Equipment Quote is Expiring alert message, if the Salesperson field is selected on the Add Alert/Edit Alert screen, the salesperson associated to the quote always receives alerts.

To open the Add Alert Receiver screen, click the Need to create a new alert receiver? Click here to add link on the Alert Receivers screen, then select an alert type on the Alert Types screen.

Topics in this section are:

Creating an Alert Receiver

Before the Alert Management system can send an alert, you must specify the recipients for each alert type using the steps outlined below.

Note:  Only recipients configured using the steps outlined below will be able to receive alerts, with the following exceptions:

1. Recipients specified in the Via field of the Add Alert/ Edit Alert screen will always receive the selected alert

2. When configuring a Parts Quote is Expiring, Work Order Quote is Expiring or Equipment Quote is Expiring alert message, if the Salesperson field is selected on the Add Alert/ Edit Alert screen, the salesperson associated to the quote will always receive the alert

  1. Navigate to Configuration > Miscellaneous > Other > Alert Management.

    Alerts

  2. Click the Setup alert receivers link.

    Alert Receivers

  3. Click the Need to create a new alert receiver? Click here to add link.

    Alert Types

  4. On the Alert Types screen, select the Alert you want to configure the recipients for.

  5. Enter or select the desired recipient in the Customer/ User Id field and click Save.

Screen Description

This field appears on the Add Alert Receiver screen:

Field Description
User/Customer The user or customer ID you want to configure as a recipient for the selected alert type.

Use these buttons to complete your work on the Add Alert Receiver screen:

Button Function
Save Saves the selected user or customer ID as a recipient for the selected alert type and returns to the Alert Receivers screen.
Save & New Saves the selected user or customer ID as a recipient for the selected alert type and remains on the Add Alert Receiver screen, allowing you to select another user or customer ID.
Close Closes the Add Alert Receiver screen without saving any changes.

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Revision: 2026.06