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Archive Alerts from Sub-Grids

How to archive Alerts in a record's sub-grid in Contract Logix

Justin Tryon avatar
Written by Justin Tryon
Updated over 5 months ago

Users may, with the appropriate permission settings, archive Alerts from the Alerts Sub-Grid (mini-grid) of records.

To configure permission:

  • Click the Settings menu (gear icon).

  • Click Org Roles/Permissions.

  • Locate the user Role and click Feature Access.

  • Click the Archive Alerts from Sub-Grids toggle to ON.

  • Click OK at the bottom of the window to save.

Users will see the Archive button to the right of the Add button in the Alerts Sub-Grid (mini-grid) of records.

NOTE: This same feature can also be activated/deactivated for Tasks in the Tasks Sub-Grid (mini-grid) of records from the Feature Access window.

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