Alert Meanings & Use Cases

There are lots of Alerts you can choose for yourself and your staff, and you want to be sure to pick the most pertinent ones. Too few and things may get missed, too many and it all may become noise.

Please review this article for a description of each available staff alert in the system, and reasons one might use each of them.

Where are the Alerts listed?

Depending on your system permissions, you may see Alerts in two places:

  • In the Admin area under Alert Management > Alert Subscription Sets
  • On the Subscriptions tab of your staff contacts

The sets of available alerts are the same in both places. Whichever place is the last one on which a save was made, will be the set that controls what alerts go out.

What does each Alert really mean? Why might you want to receive it?

Briefs, sometimes referred to as requests, are an excellent way to gather information from your clients. This can be done before, during and even after the work is done, depending on your workflow. Brief related alerts include:

Brief | New Brief

  • Alerts go out when a new brief gets created either from within FP or from a Client Portal user. The alert is triggered once all required fields on the selected brief template get filled in, and the person filling in the brief clicks the "Submit" button.
  • This would be a good alert to receive should you be responsible for reviewing these brief submissions, or for converting the feedback on these forms into client facing Estimates.

Brief | Brief Update

  • Alerts go out when a brief that has been created previously, is edited and saved again.
  • This would be a good alert to receive should you be responsible for reviewing  brief submissions, or for converting the feedback on these forms into client facing Estimates.

Companies and Contacts are the modules under which you can add and store your clients, vendors, suppliers, freelancers and their respective team members. There is no limit to the number or type of companies and contacts you add, although in order to add a contact, a company does need to be present.

Company | New Company

  • Alerts go out when a new company record is added to the FP system, regardless of the type of company - client, vendor etc.
  • This would be a good alert to receive if you are responsible for managing new accounts, or confirming content for newly affiliated organizations.

Contact | New Contact

  • Alerts go out when a new contact record is added to any company within the FP system, regardless of the type of company - client, vendor etc.
  • This would be a good alert to receive if you are responsible for managing new accounts, or confirming content for newly affiliated organizations.

0 Comments

Add your comment

E-Mail me when someone replies to this comment