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Rules specify the criteria for when an action, such as sending a notification, is triggered. Use rules to automate simple tasks or to send notifications and alerts. For example, a rule can send a notification to members of a contact's coverage team when the preferred communication type for a contact is updated.

Rules are created using the Rules tab on the Customize workspace in the classic NexJ CRM user interface that was used in the 8.X releases. For more information, see Configuring rules.

You can view, activate, or deactivate rules in the Rules tab on the Customize workspace. When you deactivate a rule, the rule will not trigger any actions even if the criteria are satisfied. To deactivate a rule, select the rule in the data table and click the Deactivate button

. To activate a rule, click the Activate
button. The rule's status is set to Active or Inactive based on your action.

The rules data table in the Rules tab contains the following columns:

Displays the names assigned to rules.

Subject area
Displays the subject areas to which rules apply. Rules can display for the following subject areas:

  • Call records
  • Contacts and companies
  • Documents
  • Households
  • Opportunities
  • Schedule items and tasks
  • Service requests

Evaluate On
Displays the evaluation triggers for rules that indicate when rules will be evaluated. Rules can be triggered when an object is created or modified or both.

Displays the criteria that will be evaluated when rules are triggered. Each criterion defines the field to evaluate, the condition to be evaluated, and optionally the value that is evaluated by the condition.

Displays whether rules are active or inactive.

To change which columns display in the data table, click Select Columns

the data table toolbar. For more information, see Displaying and viewing data table columns.

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