25 JUN 2025

Spot issues early with record-level alerts

Spot issues early with record-level alerts

Stop surprises before they snowball. With record alerts, Kinabase automatically flags any record that meets conditions you set—no extra filters, no manual checks.

Need a nudge when a client hasn’t heard from you in six months or a device slips out of warranty? Define the rule once and Kinabase keeps watch, displaying a clear icon in every relevant view, including Portals shared with customers.

Why it matters:

  • Catch risks instantly – icons and colours draw your eye to overdue, expiring, or high-priority items as soon as you open a view.
  • Focus your team – sort by alert level so colleagues tackle critical work first.
  • Share safely – surface only the alerts that matter in each Portal, keeping external users informed without exposing internal logic.

How it works:

  1. Open any Collection, then select the new Alerts tab in Settings.
  2. Click Add alert, give it a name, choose a severity (Critical, Warning, Info, Success) and write a helpful message.
  3. Build one or more conditions—just like a Filter —such as Last contacted is greater than 180 days.
  4. Save. The Alerts column appears automatically in List and Grid views; hover the icon to read details.
  5. (Optional) In Portal settings, tick which alerts you want to display for each navigation item.

When you could use it:

  • Account managers who need to chase clients before relationships go cold.
  • Asset teams tracking warranty expiries or scheduled maintenance dates.
  • Send a warning when stock levels are low.

Try it now in KinabaseCollections Settings. Have feedback? Email support@kinabase.com — we’re listening.

Tagged with