Dashboard Alert Action for Workflows

The Dashboard Alert action allows you to create a workflow that will send a dashboard message to a selected person when the conditions that you specify for this workflow are met.

For example, you can create a workflow that states that when a new employee is added to Ajera CRM, then send a dashboard message to the new employee's supervisor.

For dashboard alerts, Ajera CRM will only send the message when all other specified actions have successfully taken place. If the workflow failed at any point, Ajera CRM will not send the dashboard message.

For example, you can create a workflow that states that when a new employee is added to Ajera CRM, then send a dashboard message to the new employee's supervisor.

When you select this action, Ajera CRM displays the Dashboard Configuration dialog box.