How to use the alert box?

 

 

The customer Alert Box inside the Customer Profile is used to notify or alert team members to information about specific customers that they need to know or be aware of. 

 

PLEASE DO NOT PRESS THE ENTER KEY IN THIS BOX

 

To set up the Alert Box:

 

The Alert Box can only be utilized after the customer profile is made.

 

Once the customer profile is made

 

Click on Customers from the main menu

 

 

Search for the Customer

 

Once inside the Customer's File, at the bottom of the page, there will be a red box, labeled 'Alert'

 

 

Insert information here and to save the text, click outside the box.  

 

From there it will produce a pop up every time the Customer Profile is opened, when an RO is being created, and inside the RO.

 

PLEASE DO NOT PRESS THE ENTER KEY IN THIS BOX