Alerts are system notifications that keep you informed when specific actions occur - such as when a Customer is added, an Estimate is created, or a Proof is approved. You can view Alerts from the Home Screen in the Sales, Design, and Production Modules, allowing you to stay updated no matter where you’re working in the system. The number of new Alerts appears in parentheses next to your Username, visible from any screen.


Table of Contents



Adding New Alerts for Yourself


Navigate to the Home Screen in the Sales, Design, or Production Modules.


1. Select the Alerts & Messages tab.

2. Click Manage Alerts.



3. Click on Add Alert Subscription.

Note: To edit an Alert, click its name and update the information in the pop-up window. To remove an Alert, click the red X next to it.



4. Select the Alert Category.

5. Set the Trigger.

Note: This is the event that initiates the alert.

6. Select the Conditions.

Note: 

  • Adding more ALL conditions will narrow your subscriptions.
  • Adding more ANY conditions will broaden your subscriptions.

7. Check the boxes to indicate where you want your alerts to be received.

Note: Available options depend on your CoreBridge package and may differ from what’s shown.

8. Click Save Alert Settings.




Adding New Alerts for Another User


System Administrators can set and manage alerts for other users in their CoreBridge system.


Navigate to Management / User Search and select the appropriate User.


1. Select the Alert Subscriptions tab.

2. Click Add Alert Subscriptions.



3. Select the Alert Category.

4. Set the Trigger.

Note: This is the event that initiates the alert.

5. Select the Conditions.

Note: 

  • Adding more ALL conditions will narrow your subscriptions.
  • Adding more ANY conditions will broaden your subscriptions.

6. Check the boxes to indicate where you want the alerts to be received.

Note: Available options depend on your CoreBridge package and may differ from what’s shown.

7. Click Save Alert Settings.


Note: When deactivating a User, system administrators should review and remove any associated Alerts to prevent automated communications - such as emails or text messages - from being sent to the inactive User.