Edit Client Profile Alert

To edit a Client Profile Alert, use the following steps:

1.      Click Client Alerts.

     

2.     From the Client Alert table.  Under Actions click Edit on the Alert you want to change.

 

3.      When the Edit Client Alert screen displays, make the changes, then click OK.

4.      The new changes apply to the Alert.

• Related Articles

• Deactivate a Client Profile Alert

  To deactivate a Client Profile Alert use the following steps: 1.      Click Client Alerts. 2.           From the Client Alert table, Under Actions click Edit on the Alert you want to deactivate. 3.           When the Edit Client Alert screen ...

• Reactivate a Client Profile Alert

  To reactivate a Client Profile Alert use the following steps: 1.      Click Client Alerts. 2.           From the Client Alert table, Under Actions click Edit on the Alert you want to reactivate. 3.           When the Edit Client Alert screen ...

• Create Client Profile Alert

  It’s useful to create a Client Alert when you need to be notified whenever any selected screens are opened. When you create an alert, you specify the screens where the alert will be active.  When any of these screens are opened, you’ll see the alert. ...

• Edit a Client Profile

  Use the following steps to edit a client profile.  1.      Select CRM  > Clients from the menu to display a list of all client profile records.  2.      Click in the Search field and type the client’s name, email or NDIS number then click Search. ...

• Delete a Client Profile Alert

  When you no longer need a Client Profile Alert, use the following steps to delete it: 1.      Click Client Alerts.       2.     From the Client Alert table.  Under Actions click Del on the Alert you want to delete. 3.     The following prompt ...