Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

Adding an alert should be used to display important information

This page outlines how to add an alert to the contact record - this then writes the alert across to any role record the contact is associated with (e.g. property, applicant, landlord, tenancy)

1. Add an alert

Open

...

the contact record for the person you need to add an alert to:

  • In the Activity Feed section, click

...

  • (plus) and select Create contact alert 

  • In the box displayed, enter your text

...


  • See 1a

...

Image Added
Expand
title1a. Adding the alert

- Add the alert text

...

Image Added- Click the cross (top right corner) to close the alert window

- A prompt will be displayed

...

Image Added

- Click Yes

2. View an alert

  • Once saved, the alert is displayed at the top of the contact Activity Feed section

  • The alert will also be shown on any other role that the contact has, e.g. if they are a vendor, the alert will be displayed on their property record too

...

Image Added

3. Edit/remove an alert

Open

...

the contact record for the person you need to edit/remove an alert for:

  • In the Activity Feed section, click

...

  • (plus) and select Edit contact alert 

    • To edit the alert: make the required changes

    • To remove the alert: delete all the text

  • Click the cross (top right) to close the alert window then click Yes to save

Image Removed

Image AddedImage Added

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel = "contact" and type = "page" and space = "RW"
labelsfeed portal portals attribute attributes department mapping map
Excerpt
hiddentrue

An alert is added to a contact record and can be used to display important information against all records the contact is associated with (e.g. property, applicant, landlord, tenancy)