Alerts

Introduction

Houdini's work flow is Event Centric, therefore everything you do on behalf of your client is a Event/Task.

Since a Event/Task has a Start Date and Duration any Event/Task will appear on a Calendar. To create Alerts you simply add one or more Alerts to any Event/Task.

Add an Alert

Zoom

Open a Event/Task form.

1. Click the [Repeat & Alerts] tab. The tab contains a Repeat area and a Alert area.

2. To add a new Alert click the plus icon. Fill in when you would like to receive the Alerts. Each Alert displays the trigger date and time.

Event/Task can have multiple Attendees. If you would like all Attendees to receive the same Alerts click the [ √ ] All attendees checkbox. Please note, Attendees can add their own Alerts to the same Event/Task that they are either owners of or Attendees to so you may not wan to use this feature if the Attendees are going to manage their own Alerts..

You may add as many Alerts as you wish to a single Event/Task.

Important, you should have already set the Event/Task start date. If you haven't you should do so before adding a Event/Task since Alerts use the Event/Task date as its base date. For example, you can add a Alert 5 minutes before a Event/Task takes place and/or 5 minutes after.

Alert Acknowledgment

When you receive an Alert you have several options.

1. You may acknowledge the Alert by clicking [acknowledge].

2. You may set a time for the Alert to remind you again. You must click [acknowledge] to accept.

3. You may view/edit the Event/Task for the Alert. If you click [view] it is the same as an acknowledgment and the Alert will not reappear.

Please note, when Alerts are consumed they will no longer appear on the Repeats & Alerts tab of the Event/Task form.