The My Alerts page displays the set of recent activities and appointments for the contacts a user has chosen to monitor. In addition to activities that users add to the system, many of the activities displayed as alerts are automatically generated by InterAction when information in the system changes. For example, if a contact’s phone changes, an activity is created to record this event.
Users can customize the view by setting their Alerts defaults.
For details about the types of information generated for alerts, see Automatically-Generated Activities.
For details about how the alerts compare with the InterAction audit trail, see Audit Trail Versus Alerts.
Where Does InterAction Get the Data Displayed on the My Alerts Page?
The set of activities and appointments shown in the grid depends on the which contacts the user is monitoring, and the activities and appointments for those contacts.
When the user filters the view by activity type or activity type group, the page only displays items that have the specified types. Choosing All Items displays activities regardless of type.
For details about designating which types can be used for filtering alerts, see Determining Where Activity Types are Displayed.
The following table summarizes how the information displayed on the My Alerts page relates to InterAction data.
| Page Area | Corresponding InterAction Fields |
|---|---|
| Date | Displays the date for the activity or appointment. |
| Contact |
Displays the name of the contact the activity or appointment is about. For a person contact, displays the person’s name in the form of “Last Name, First Name Middle.” For a company contact, displays the company name. If an activity or appointment includes a large number of contacts that are also being monitored, they are rolled up into a single row. You can configure the threshold at which this occurs. See Collapsing Multiple Activities into a Single Row in the Web Client Views. |
| Company | Displays the company name (the full name, not the company also known as name). This column is blank for a company contact since the name is displayed in the Contact column. |
| Type | Displays the type of activity or appointment. For details about types, see Creating and Editing Activity Types and Groups. |
| Summary | Displays the summary entered for the activity or appointment. |
| Originator |
Displays the name of the user who entered the activity or appointment. If the activity was generated as the result of a contact change (such as a changed phone number), then the originator is the user who made the change. If the user is a proxy working on behalf of someone else, the originator is the person the proxy is working on behalf of. |
| Preview Pane Area | |
| Business card information (left side) | Displays the contact name, address, and common phone numbers. For details, see Preview Pane for a Contact List. |
| Description (right-side) | Displays the notes text of the activity. |
What Can You Configure for the My Alerts Page?
You can configure the following for this page:
-
The set of activity types and groups available for use when filtering the list. Activity type groups that contain types designated for the My Alerts page are displayed in the drop-down list at the top of the page and on the Configure Alert Defaults dialog box.
For details, see Determining Where Activity Types are Displayed.
- The set of contact folders available on the Configure Alert Defaults dialog box. For details, see Configuring the Configure Alerts Dialog Box.
Displaying Activity Groups and Types in the My Alerts Page
[A] These are activity type groups. All groups which contain types designated for use in the My Alerts page display here.