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

Adding an A contact alert should be used to display important informationThis page outlines how to add an alert to the contact record - this then writes the alert across to for important information - it is added on the contact record and displayed in the Activity Feed of any role record the contact is associated with (e.g. property, applicant, landlord, tenancy)

: the section, click Image Removed- Add the alert text
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In the box displayed, enter your text
See 1a

window -
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1. Add an alert

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

In

Activity Feed

Expand
title1a. Adding the alert

:

  • Click (plus) and select Create contact alert 

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  • Enter alert text

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  • Click the cross (top right corner) to save & close the alert

  • A prompt will be displayed

  • -

  • click Yes

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2. View an alert

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

    It is also displayed on all other role records that the contact has, see step 3

    The alert will stay in place until it is updated or cleared, see step 4

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3. Alert displayed on other records

The alert will also be shown on any other role that the contact has

For example - if the contact is a vendor, the alert will be displayed on their property record too

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34. 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

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From an alert (on any record):

  • Right-click alert for options to Edit alert and Clear alert

    • Edit alert
      Alert text window is displayed, update alert and close window

    • Clear alert
      Prompt is displayed, click Yes

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Excerpt
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An alert is added to a contact record and can be used to display important information against all records A contact alert should be used for important information - it is added on the contact record and displayed in the Activity Feed of any role record the contact is associated with (e.g. property, applicant, landlord, tenancy)

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