Tutorial: Setting up Record Alerts

by Andrei Voiculescu on October 14, 2014

Record Alerts are used to inform users about a problem in someone's account such as credit issues. This feature is implemented and available in both the wMobile Desktop and Mobile Editions.

Records alerts are useful if a user wants to warn other users about a problem with an account. To set this up, a user can create an alert on an account and enable it. Then, when others are accessing the account, an alert will pop-up and the user will be able to review the information from the alert.

To setup record alerts follow the easy tutorial below.

 

Step 1:  Create the alert from GoldMine

 

Step 2:  Access the alerted account from wMobile Desktop Edition

Any time the user is accessing this account, the alert will pop-up in order to notify the logged in user about any account related info.

By clicking the “Acknowledge” the user accepts this alert and can continue navigating throughout the interface. If there are many alerts in the list, by clicking each one of them, the alert message will be displayed in the panel below the list.

 

Step 3:  Access the alerted account from wMobile Mobile Edition

Any time the user is accessing an account, at the top left of the page a red link is shown that displays “Record Alert! Click here for details”.

By clicking it, the user is redirected to a page where he can review the messages. 

Through this dialog box, the user can access one of the enabled alerts and then click the “Go” button to see the message.
 



We are continuously working to improve Record Alerts. As of the date of this posting, Record Alerts can only be created in GoldMine (not wMobile). We are working to implement this feature in the future. 

Are there additional enhancements you would like to see in the Record Alerts capability? Let us know here.

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PRODUCT: wMobile

AUDIENCES: Administrators End Users