Create a monitoring rule
Set up a Command Center monitor that watches a shipment, invoice, quote, or account field and alerts you when a condition is met.
A monitor is a standing rule that watches one field on your records and fires an alert the moment it changes to match your condition — "tell me when this shipment goes on customs hold", "flag any invoice over 30 days". Monitors live under Command Center → Monitors.
Steps
- Open Command Center in the sidebar and select the Monitors tab.
- Select Create Monitor to open the Create Monitoring Rule dialog.
- Fill it in:
- Label — a plain description, e.g. "Alert when shipment is CUSTOMS_HOLD".
- Entity Type — Shipment, Invoice, Quote, Account, or Container.
- Entity ID (optional) — a specific record, or leave blank to watch all of that type.
- Field, Operator (Equals, Not equal, Greater than, Contains, One of...), and Value — the condition to match.
- Severity — Info, Warning, or Critical.
- Recurring — keep firing on every match; leave unchecked to auto-disable after the first.
- Select Create Monitor.
Result
The rule appears in the list with a severity dot and its condition. It runs on a schedule and raises an alert (and increments fired · 24h) whenever the condition is met.
Manage existing monitors
- Toggle the switch on a card to enable / disable it.
- History expands the fire log; Delete → Confirm? removes the rule.
- Filter the list by entity type or by Active / Disabled.
Suggestions
When you keep opening the same record, Linbis surfaces a suggestion card ("You've checked … N times this week."). Select Set up monitor to pre-fill the dialog for that record, or dismiss it with Not now or Don't suggest again.