|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Alerts Feature||February 24, 2023||Basic|
This article was developed to describe the "Alerts" feature found within the Client Dashboard.
The Alerts feature provides a modern experience, with greater options to customize different alerts by priority and allow for an automatic expiration date for your alerts. It is used to create and store notes with all types of information regarding a specific client. This includes reminders, client responses, notes on a call, changes to be made to a contract, etc.
NOTE: If the content of a proposed alert is not critically important, the "Notes"feature can be used in place of it. For more information on the Notes feature, please see our article on Notes: https://support.forthcrm.com/hc/en-us/articles/12853905269395-Notes-Nested-Tab
This article includes the following topics:
Adding a new alert
- Go to the Client Dashboard > click the Add Alert from the Navigation Bar.
- The Add Alert dialog box appears. The dialog box below offers an enhanced set of options. You can assign Alert Type (priority level), and expiration date if desired. NOTE: you have a limit of 140 characters in the text description field at the bottom of this dialog box. See the example below.
- Once you enter the Alert text in the open field, click the “Save Alert” button and you will see your Alert appear near the top of the Client Dashboard area (see red arrow below).
Editing or deleting an existing alert
- From the Contacts tab > go back to the Client Dashboard.
- To make changes to the existing alert, click “Update” found on the right side of the alert.
- After clicking “Update”, the following dialog box appears:
- Each alert is presented with a varying level of visual importance and as such can be used to grab the agent's attention to communicate important information. Expiring alerts also prevent clutter on client files in case certain notices are time bound.
- To delete a particular alert, hover over the right side of the note row and a trashcan image will appear, click on that image to delete the note (see the right side of the image below).
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