Alerts have two functions: to alert all staff viewing a client's page to an issue or to alert the client to something.
This article describes how to create a Client Alert. To learn how to deactivate a Client Alert, click here.
From the Client's Contact Page.
1. Scroll to the Client Alerts section.
2. Click the Arrow Icon.
3. Click New.
4. Enter a short summary for the Client Alert Name.
5. Enter a detailed message for the Description.
6. Click Save.
The Client Alert has been created and now appears on the client's profile.
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