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Quick Tips - Alerts
Updated over 7 months ago

Alerts are quick ways to see when action needs taking on a record. We provide you with some that appear by default, but if you're an admin, it's super easy to set up new ones to suit your organisational needs. In this quick tip video from our friends at Beacon Lighthouse, we look at setting up alerts on the Finance record type, but the functionality is the same regardless of the type of record.

To learn more about the basics of Beacon - you can complete our Admin and User training courses over at Beacon Lighthouse

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