Creating a quick notification

1. Click <My Profile> | Administration | Advanced Customization | Workflow & Escalation Configuration.
2. Ensure Escalation is set to Yes.
3. Click <My Profile> | Administration | Customization | Primary Entity | <Entity>.
4. Click the Notifications tab.
   • To display the notification on screen, click New On Screen Notification. The message is displayed for the specified user when the conditions you add to the rule are satisfied.
   • To send the notification by email, click New Email Notify. An email is sent to the user you specify when the conditions you add to the rule are satisfied.
5. Complete the Notifications fields.
6. Click Save.