Purpose

Alerts notify users of specific actions, new records, events, due dates, and reminders. They are generated based on settings in Company Preferences and other modules. Alerts are accessible from the main header bar and can be delivered within TRUE, via email, and/or text message.

Alerts List

Navigation

• Alerts icon: Located in the top right-hand corner of the main header bar
• Red indicator: Displays the number of unreviewed alerts
• Selecting an alert: Jumps to the associated record (if applicable)

Column Headers

• Description: Displays a description relating to the purpose of the Alert.
• Access ID: Displays any Access IDs that control the alert. If blank, the user is receiving this alert because they are assigned to the record.
• Module: Displays the associated module for this alert.
• Time Stamp: Date/time of alert.

Additional Features

• “eye” icon: Use to remove your user account from the Alerts related Access ID. Only available for alerts related to an “Access ID”.
• "Clear All" Button: Removes all alert notifications from the user's list
• "🗑️" Button: Deletes a single alert.

Alert Notification User Preferences

• Email Address: Required for email alerts. Used to autopopulate support ticket “email” field.
• Method Options:
  • No Alert: Set if you would not like to receive any alerts.
  • Dashboard Only: Only fire alerts to the alert dashboard.
  • Email & Dashboard: Fire alerts to email as well as the TRUE dashboard.
  • Text & Dashboard: Fire alerts to text as well as the TRUE dashboard.
  • Email, Text, & Dashboard: Fire alerts to all three.
• Mobile Number & Carrier: Required for text message alerts. 
• Messaging Alert: Select the method you want to receive alerts from message threads you are assigned to. Requires the “Messaging” package to be enabled.

Company Preferences

• Set default settings for various notifications in the “Alerts” section.
• Configure alert creation timing:
  • Start of each day
  • Weekend inclusion
  • Offset from due dates
• Dashboard alerts: Occur immediately
• Text and email alerts: Sent every quarter hour

Common Workflow Questions

1. How do I change my alert notification preferences?
2. Can I receive alerts via text message, and what do I need to set up for this?
3. How do I clear all my alerts at once?
4. Where can I view the full history of alerts for a specific user?
5. How are alert creation times determined, and can they be adjusted?
6. Can I set alerts for other users, and if so, how?