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Alerts

The heart and soul of SMHelper are the alerts of the people and organizations you are following.  Learn about Alerts here.

 

What are Alerts?

 

Alerts are the notifications that a user gets when following an organization, company, or individual.  Alerts can come as email alerts and/or they can be sent as tasks in salesforce.com.

 

1) How do I manage my alerts?

After logging in to SMHelper, you have two options of managing your alerts. You can manager your Alerts via your profile settings or via the the alert menu. On the profile setting page, you will see the part for "Alerts". If you clink on the "Manage" link in square brackets, you will be directed to a page where you can manage your alerts. The same page will be displayed when you click on the "Alerts" menu. The screen shown below is used to manage Alerts.

 

 

2) How do I add an alert term?

To add an alert term, in the "search term" box input a term from which you wish to be receiving alerts. For example, type "Magazine", then click add. The term Magazine will appear below "Manage your Alerts". You can add as many alert terms as you wish. The screen with your alerts may look as follows.

 

 

3) Once I have added my alerts, what next?

If there is any recent news regarding an item, a company, organization, etc., that you have added as your alerts, you will get an email notification about it. You can click on the alert you have added, and you will be directed to a page with news about the alert item. For example, if I add the alert "Bill Gates" and I click on it, I will get the screen below containing links that have Microsoft news or any news relating to Bill Gates and Microsoft.

 

 

The news on the chosen alerts are from either Google News, Google Blogs or Twitter. You will notice that at the bottom left of the screen, there is a "Jump to" list box where you can select any of the alerts you have added and get news about it.

 

4) Can I delete my alerts?

Yes, you can delete your alerts. On the screen of Alerts, there will be a list of your added alerts and next to each of them, there is a check box under "Remove" column. You can check the item that you want to delete, and when you are done, click on the "Save" button and your alert will be deleted. If you want to delete all the alerts, instead of checking each and every check box, you can on the "Check All" link that is next to the "Save" button.

In this same screen, you can check the item that you want to receive email alerts and tasks updates and when done you can click on "Save" button to save the changes.

 

Note: When you click on the Profile menu after adding alerts, you will notice that under Alerts, there will be a slight change from the initial message of "You are following 0 people/organizations." to "You are following X people/organizations." (Where X denotes the number of alerts that you have added)

 


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