New Alert

See also: Contacts, Sites, Actions-Contract Alerts, Actions-Contact or Site Alerts, Edit Alerts dialog box

Alerts refer to special discounts or any other offers on a specific part, product or service, updated in the application. Alerts are applicable to all the contacts and sites undergoing the specific service on which the alert is declared.

Steps:

1. On the Service Workspace accordion, in the Administration expander, click Contacts.

2. Open appropriate contact record.

3. On the Contact docked split container, click Alerts.

4. On the ribbon bar, in the Actions group, click New Alert button. Edit Alerts dialog box appears.

5. Enter appropriate details in all the fields. Select appropriate date and time from date picker and drop down.

6. Click Save and Close.