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How do I create/edit an alert using Views?

An alert tells your team when an email hasn’t been replied to in time. Alerts are set up with Views, so the alert uses the filters you saved.

You need permission to manage scheduled reports before Save View and Load View appear.

Create an alert

Section titled “Create an alert”
  1. Open the report you want to use, and set Show report for, When communicating with and any Filters.
  2. Click Save View and give your view a name.
  3. Under Use this View for, tick Alert.
  4. On the Alert tab, choose:
    • Alert my team if a message is not replied to within: the time limit, in hours and minutes (5-minute steps, up to 72 hours).
    • Business Hours or Calendar Hours: how that time is counted.
    • Send an alert to: tick either or both.
      • All responsible mailboxes: the alert shows in the Extension for mailboxes on To or Cc.
      • A custom set of email addresses: those addresses get an email.
  5. Click Save.

Edit an alert

Section titled “Edit an alert”

To change the filters:

  1. Click Load View, choose the view, then click Load.
  2. Change the filters.
  3. Click Update View, then Save.

To change the alert settings:

  1. Click Load View, choose the view, then click Load.
  2. Click Update View.
  3. Open the Alert tab, make your changes, then click Save.