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This guide has been reviewed against our global client base and classed as relevant to all regions |
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A contact alert should be used
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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)
1. |
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Create contact alert Open |
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the contact record for the person you need to add an alert to |
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From Activity Feed |
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| title | 1a. Adding the alert |
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panel:
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In the box displayed, enter your text - see 1a
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2. View | |
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contact alert |
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3. Alert displayed on other records The alert will also be shown on any other role that the contact has | |
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For example - if the contact is a vendor, the alert will be displayed on their property record too |
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4. Edit/ |
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clear alert |
Open the contact record for the person you need to edit/remove an alert for:
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Click the cross (top right) to close the alert window then click Yes to save
From contact alert (on any record):
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In addition to the contact alert - tenancy, applicant & property alerts can also be created - see links below |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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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) |