---
title: "Solicitation Record Alerts"
slug: "solicitation-record-alerts-1"
updated: 2026-09-15T20:00:43Z
published: 2026-09-23T13:03:35Z
canonical: "wiki.cobblestonesoftware.com/solicitation-record-alerts-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Solicitation Record Alerts

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Solicitation Record Alerts**

*04. End User General Information › E-mail Notifications & Alerts › Solicitation Record Alerts*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. **Navigating to Solicitation Records**

1. Click the **Solicitations** card in the **main dashboard**, or find it via the **left-hand navigation column** under **Sourcing**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500022060.png)

2. The **Solicitations Record List** opens. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500245794.png)

3. Solicitations can be managed via the left-hand column.

- **Manage Button** (Pencil/Edit Icon) : Lets user edit the solicitation record
- **Preview Button** (Eye Icon): Lets user preview the solicitation record
- **Attachments Button** (Paper Clip Icon): Lets user attach a file to the solicitation record
- **Favorite Button** (Star Icon): Lets user add the solicitation record to favorites

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500597494.png)

4. Click the **Manage** Button.

5. Navigate to the **Record Details tab**. Solicitation Record Alerts are sent out to the **Employee Contact** specified on the Solicitation Record based on the **Bid** **Close Date** and **Questions Due Date.![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789501285325.png)**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789501360665.png)

5. Navigate to the **Tasks & Emails Tab**. This is where you can **track Tasks and Workflows / Emails** for that solicitation record.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500772536.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500809789.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500827329.png)

6**.** Ensure that the Solicitation Record Alerts are **scheduled** by navigating to **Administration** > **Scheduled Jobs** ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789486536164.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789486563567.png)

7. Click the **pencil edit icon** in the left-hand column to customize the interval of how often the job runs.![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789486616183.png)

The system will also display the alert on the **Calendar** screen for the **Employee Contact** for both the **Solicitation Close Date** and **Questions Due Date** fields.

**Note:** For the e-mails to be routed successfully please have an Application Administrator Technician verify the following:

1. The employee's e-mail address is correct in the Employee Manager Screen.

2. The **task end date** and/or **notify days** (less than the task end date) is future dated.

3. Your organization’s internal e-mail system is not blocking e-mails from the CobbleStone®systems.com domain (or blocking emails from the internal server).

4. The task e-mailer job is properly configured and scheduled to run at least daily (or better).

#