Step by Step:
Use alerts to notify other employees about something specific on a customer account. Alerts pop up whenever this customer's account is accessed or immediately prior to making a payment.
- Examples of alerts might be "COD" or "Do Not Work For."
- An alert is used primarily for informational purposes and can be deleted when no longer needed.
Step 1: Go to Customer > Open a customer > Open the More Options tab > Open the Alerts sub-tab.
Step 2: Click Add.
Step 3: Enter the text for the Alert.
Step 4: Select the Effective Dates. The Alert will no longer appear once the through date has passed.
Step 5: Click OK to save.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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