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  3. Auto Alerts

Understand who can receive an auto alert

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Summary

Learn how Auto Alerts can be delivered to different staff members based on their access level, office, consultant role, or contact relationship. This article explains each available recipient type.

This article covers:

About Auto Alert recipients

Auto Alerts are designed for internal use only. When configuring an Auto Alert, you can choose from a range of recipient types based on staff permissions, office access, consultant assignments, or relationships to the related contact.

The available recipient options ensure that alerts are sent to the most relevant staff member or group, helping you manage important activities and notifications more effectively.

Available recipient types

You can configure Auto Alerts to be received by the following recipient types:

  • Administrator (ALL) - Staff from all offices with Administrator access
  • Administrator (OFFICE) - Staff from the selected office with Administrator access
  • Manager (ALL) - Staff from all offices with Manager access
  • Manager (OFFICE) - Staff from the selected office with Manager access
  • All Staff (ALL) - All users with an active Staff Profile across all offices
  • All Staff (OFFICE) - All users with an active Staff Profile in the selected office
  • Staff (NAME) - A specific user with an active Staff Profile
  • Category Consultant - Staff assigned to at least one category against the related contact
  • Other Category Consultant - Staff assigned to at least one category against the related contact, except when that staff member triggered the alert
  • My Contact Category Consultant - Staff assigned to the My Contact category against the related contact
  • Listing Consultant 1
  • Listing Consultant 2
  • Listing Consultant 3
  • Listing Comm Consultant
  • Manage Comm Consultant
  • Sales Comm Consultant
  • Owner Activity Consultant
  • Purchaser Activity Consultant
  • Appraisal Activity Consultant
  • Buyer Activity Consultant
  • Activity Consultant (Any) - Staff who have any type of activity associated with the related contact
  • Other Activity Consultant (Any) - Staff who have any type of activity associated with the related contact, except when that staff member triggered the alert

Recipient limitations

Auto Alerts can only be sent to the available recipient types listed above.

If the intended recipient does not fall within one of the supported recipient types, an Auto Alert cannot be configured to send directly to them. In this situation, we recommend sending the Auto Alert to an eligible consultant who can manually action or forward the alert as required.

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