Versions Compared

Old Version 18

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

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

...

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)

1. Create contact alert

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

From Activity Feed panel:

  • Click (plus) and select Create contact alert 

    Image Modified

  • Enter alert text

    Image Modified

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

  • A prompt will be displayed - click Yes

    Image Modified

2. View contact alert

  • The alert is displayed at the top of the contact Activity Feed

    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 Modified

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

Image Modified

4. Edit/clear alert

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 Modified
Info

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

...

Filter by label (Content by label)
showLabelsfalse
max8
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
typepage
reversetrue
labelsfeed portal portals attribute attributes department mapping map
cqllabel in ( "contact" , "alert" ) and type = "page" and space = "RW"
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

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)

...