Chapter 249 Alerts
Alerts let you add alerts for Customers, Vendors, or Items that need special handling.
Start by turning on Alerts in Employee Prefs to show them In-Line where they must be OK'd before continuing, or Aside, in the upper right of your screen for reference.
Alerts
Alerts let you add alerts for Customers, Vendors, or Items that need special handling.
Alerts appear on the side, with a title, text box, options to edit or cancel, or OK. This makes them perfect for instructions, requirements, follow-ups, and quick replies.
Customer Alerts
Big Business includes Alerts for Customers (and Vendors) that display when the Customer is selected.
This Solution describes this feature(5832)
Alerts for Customers and Vendors lets you notify other users of important information pertaining to a particular Customer.
To Add an Alert:
1. On the Customer Card go to Folder Tab
2. Click the Add (+) button in the Folder list
3. For type of Note, choose Alert
The Alert Subject is automatically filled in with the Customer name
4. Enter you message in the Alert Detail
5. Click the OK button to save the Alert
Until the Cancel checkbox is checked, the Alert will appear whenever the Customer is selected (e.g. on a transaction such as an order or to open the Customer Card).
Leave the Editable checkbox checked if you want the viewer of the Alert to be able to add comments. If the Alert is not Editable, it cannot be edited or Canceled when displayed. The Alert is always editable from the Folder tab of the Customer Card.
Click the Cancel checkbox when you no long want the Alert to appear. This turns the Alert off without deleting it. While the Alert is on, its Type is listed in the Folder list as "Alert: ON." Once Canceled, its Type appears as "Alert."
Item Alerts
Items Alerts help you remember important product information by showing an Alert!
Show your Item Alerts by setting Display Alerts in Employee Prefs to Aside + Items. Then Add (+) Alerts in Folder tab of the Item card or using the Docs tool on Item card.
When the item is added in Quote, Order, Invoice, Req, PO, Bill or Item Adjustment, the Alert will display in the upper right corner of the screen to read, edit, or cancel.
Alert Settings
Alert Settings lets you choose how your team sees Alerts for Customers and/or Items.
Go to the Employee toolbar to Employee Prefs and for Display Alerts choose from:
• Yes (in-line) - Show Alerts in a Modal dialog that must be OK'd to continue
• No - Do not show Alerts
• Yes (aside) - Show Alerts in a dialog at top right that can remain open
• Aside + Items - Show Alerts on the side including for Items on transactions