How do I create smartlist notifications? - Powered by Kayako Help Desk Software
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Knowledgebase: Smart list
How do I create smartlist notifications?
Posted by The Team at Mindmatrix on 23 November 2015 06:58 AM

To enable smart list notifications, go to “Connections”, then “Lists”, and then “Smart lists”.

 


From there, select the list that you would like to create notifications for.



In the “Edit Smartlist” box, go to the “Views” drop down menu and select Notifications and ToDo.


 

Then select how you want users to receive the notification. They can receive it as an Email, SMS message, and/or a ToDo item on the dashboard.

 

If you choose to send the notification via email or SMS message, you can attach a message, and select the contact info the User will receive.

Similarly, if you choose to set the notification as a to do task

 

When you have finished selecting your settings, click “Save”.

 

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