System Closed Alerts
When looking at alerts, I often see that an alert was closed. Specifically, it says that it was closed by the system. There are no notes from a success coach or advisor about follow up. Does the system automatically close alerts after a given period of time? If so, what is the timeframe before an alert is closed by the system?
Hello! This setting can be found in the following article:
Days Until Alert Auto Expires
The number of days before an alert will auto-expire if a staff member has not taken action on it.
Please open a support ticket if you have any further questions. Thank you!Comment actions
Please sign in to leave a comment.