Email Alerts
The guide explains how to use Crunchafi Lease Accounting's Email Alerts feature by logging in, creating alert rules under the Administration tab, selecting recipients (individuals, groups, or all users), and managing alerts—accessible only to certain administrator roles but allowing all users to receive notifications—to stay informed about important lease dates without manual tracking.
A How-To Guide for Creating Email Alerts
Looking for a way to stay on top of important lease dates? Crunchafi Lease Accounting offers an Email Alerts feature to help you receive notifications about important events related to your leases, so you don't have to constantly check your calendar or rely on others for reminders.
Getting started
- 1.Log into Crunchafi Lease Accounting.
- 2.Visit the Administration Tab.
- 3.Click on Email Alerts.
- 4.Create an Email Alert Rule. (It is recommended to create a Group on the Groups tab before adding alerts.)
Once the Email Alert Rule is established, select who should receive the notification. You can choose an individual user, a group, or all users, giving you complete control over who receives the alerts.
To make changes to the Email Alert Rule, visit the Email Alerts tab and edit the rule as needed.
When testing the email notification, the test email will be sent only to the user testing the alert.
Note: This feature is controlled by users with the role of Administrator, Accounting Administrator, Firm Administrator, and Firm User. However, users who are not Administrators can receive the email notifications.
Please make sure @crunchafi.com is on your safe sender list!