Where to Find Active Alerts
You can view your alerts from different places:
Across the Interface
The bell icon throughout the interface gives you an idea of the number of alert notifications available for your entire Optmyzr for Social account. This will open a right-side tray with the option to filter by portfolio, accounts (if you have created account-level alerts), or research any information regarding the alert(s).
Please note that these are not specific to a particular user or portfolio.
All Portfolio Dashboard
Hovering over a metric individually on the All Portfolio Dashboard will pop up a window allowing you to create or edit an alert corresponding to that metric.
Portfolio Dashboard
Clicking on the alert box on the Portfolio Dashboard will open the alert side tray to display the alert specific to the account you are currently reviewing. You can also change any filter to select any other level.
Active Alerts Side Tray
In the Active Alerts sidebar, you'll find the option to view only your alerts, only unread alerts, or all active alerts. You can filter by portfolio, account, and sort by severity or most recent.
On the right side, you'll find two buttons; one that will soon allow you to connect to Slack and MS Teams, and the other one that will take you directly to the Alerts Settings page.
View Alert Trends
When clicking the alert for a specific row, you'll see a trend chart view with info on the trend in the last four weeks, the target, and the deviation.
Snooze or Resume Alerts
Active alerts can be snoozed for 1, 7, or 28 days and equally resumed through the same process.
Read more to learn how to create and manage your Alerts.