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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)

1.

Add an

Create contact alert

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

:

In the

From Activity Feed

section, click Image Removed Expand
title1a. Adding the alert
- Add the alert text
Image Removed-

panel:

  • Click (plus) and select Create contact alert 

In the box displayed, enter your text
See 1a

  • Image Added

  • Enter alert text

    Image Added

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

window

-

  • A prompt will be displayed


Image Removed

  • -

Click

  • click Yes

    Image Added

2. View

an

contact 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

Image Added

3. Alert displayed on other records

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

, e.g. if they are

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

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Image Added
3

4. Edit/

remove an

clear 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 RemovedImage Removed

From contact 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

Image Added
Info

In addition to the contact alert - tenancy, applicant & property alerts can also be created - see links below

Filter by label (Content by label)
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cqllabel = in ( "contact" , "alert" ) and type = "page" and space = "RW"labels
Note

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

Excerpt
hiddentrue

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)

...