3. Create a task from a Business Alert

3. Create a task from a Business Alert

1. 1. Create a task from an alert

You have the opportunity tocreate a taskdirectly from an alert displayed on the Business Alert page.

At the level of the alert that interests you click on the buttonwhich appears on the right to roll the list of possible actions and select "Create a task".


A task setting window appears, with alert information directly implanted in the Notes.


You can thenset the taskas a usual task.

2. Create an appointment from an alert

You have the opportunity tocreate an appointmentdirectly from an alert displayed on the Business Alert page.

At the level of the alert that interests you click on the buttonwhich appears on the right to roll the list of possible actions and select "Create an appointment".


An appointment setting window appears. Key information is completed:

  1. Name of the task
  2. Description

You can thenset the appointmentas a usual appointment.

3. Put an alert

You have the opportunity toput an alert.

At the level of the alert that interests you click on the buttonwhich appears on the right to roll the list of possible actions and select "Premark".


You will find all your favorite alerts in the "Favorite Alerts" tab of the Business Alerts page.



You can remove an alert from your favorites at any time by clickingon the buttonthen by selecting"Remove from favorites".