How to View Alerts


Alerts inform you about important events within your database that require attention, such as due dates, licence expiry dates, low stock levels, jobs cards that need to be approved, and more.

Once the alert has been addressed, it no longer appears on the Alerts page.

Alerts are based on security groups. If your security group enables you to access jobs, you see job alerts such as due dates, regardless of whether you are assigned or scheduled to that job. Lead and task alerts only appear under My Alerts Only if you are assigned to them.