Note: This article details how to add an alert to a Contact Database record. To add an an Alert notification on the public facing part of a website, see the article: How to Create Alert Messages on your Website
Accrisoft Freedom allows for the inclusion of Alerts on Contact Database records. This provides Freedom admin users the ability to see important messages related to the contact while working on their account.
To add an Alert on a Contact Database record follow the steps outlined here.
Navigate to the Contact Database Module and click the 'Edit Pencil' icon to show the detail of a Contact Database record.
Click the on the 'Add Alert' icon (the circle with an exclamation mark in it.)
This will open the 'Edit Alerts' window.
Click the green '+ Alert' button to create a new Alert for this contact.
A blank 'Add Alert' window will appear.
Enter information into the fields for the Alert:
Title: A short description of the Alert
Details: A longer description of the Alert to include more detail
Start Date: The date for the Alert to begin displaying on the contact's detail (Optional). If no date is added, the current date is entered on save.
End Date: The date to remove the Alert from the contact's detail (Optional)
Click the green 'Save New Alert' button to save the Alert.
The Alert will be shown in the 'Edit Alerts' window.
Click the 'Done' button to return to the contact's detail.
The Alert will be displayed at the top of the contact's record detail.
Multiple Alerts will show as individual items.
To Delete an Alert, open the 'Edit Alerts' window, place a checkmark in the box next to the Alert you wish to Delete. Click the blue 'Action...' menu and select the Delete option.
When adding Alerts to Family Unit / Company records, there is an option to additionally place the Alert on all of the Person / Employee records as well.
Place a checkmark in the 'Share Across Company Members' to enable this feature.
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