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Date-Based Alerts

Stay on top of important dates, like expiry dates, return dates, and maintenance, by setting a reminder on any date-based custom field. Sortly sends the alert to you, your team, or both, so nothing slips by. This article walks you through setting up a date-based alert on the web app and on mobile, and choosing who gets notified.

Before you start

You need a date-based custom field on your items. You can add one here, or learn more in How to Create Custom Fields.

Every alert you set shows in the Alerts section of the web app.

Set up a date-based alert on web

Working on a computer? Here is how to add an alert to a date field from the item's details page.

1
Open the item and select Edit.
2
In Custom Fields, select the bell icon next to the date-based field.
3
In the alert window, under Alert me, select Before, On the same date, or After. For Before or After, enter a number and select the unit of time.
4
Under This alert will be sent to, select who should get it.
5
Select Confirm.
Setting a date-based alert on the web app

Set up a date-based alert on mobile

Prefer to set it up on the go? You can do the same in the Sortly mobile app.

1
Open the item and go into Edit mode.
2
Tap the calendar icon beside the date-based custom field and select the date.
3
Tap the bell icon beside the field.
4
Under Alert me, select Before, enter a number, and select the unit, such as Day(s).
5
Under Send alert to, tap who should get it.
6
Tap Set Alert.
7
Tap Save.
Setting a date-based alert on the mobile app

Who gets notified

You can send an alert to yourself, all owners, all admins, or all members, or select specific people with the select people manually option. On the web app you can also select warehouses. You can't send alerts to someone who isn't a user in your Sortly account.