How to Set Up Alerts or Status for a Contact

Setting up an Alert or Status for a contact ensures their availability or specific instructions are clearly displayed and utilized within the HostedSuite console.

Steps to Add or Update an Alert or Status:

1. Access the Contacts Section

   • In your HostedSuite dashboard, click the Organization dropdown and select Contacts.

1. Find the Contact

   • Use the search bar or browse through the list to locate the desired contact.

2. Open Contact Details

   • Click the contact's name to open their details page.

3. Edit Alert and Status Fields

   • On the General tab, scroll down to the Alert and Status fields.

   • Enter new text or update the existing text in these fields.

   

4. Save Changes

   • Click Save to apply your updates.

How Alerts and Statuses Appear in the Console:

• Once set up, the contact's Alert and Status will display in the right pane of the console whenever their details are accessed.

• Icons indicating status or alerts:

  • Blue circled exclamation point = Status

  • Red triangle with exclamation point = Alert

  

This feature helps your team easily identify key availability or instructions for any contact.