Page Comparison

...

An alert can be created on an applicant record - this alert displays on the applicant Activity Feed and the associated contact record

AgencyCloud From version 12.152+ also allows property alerts to can be added: Add a property alert

Pre-Agency Cloud Prior to version 12.152, alerts can also be created from a contact record & a tenancy record, see guides:
Add a tenancy alert Add a contact alert

Tip
One applicant alert can be added An applicant alert is added in addition to any other types of alert currently in place

1. Create applicant alert

Open the applicant record where the alert is to be added

From Activity Feed panel:

Click and select Create applicant 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 alert

Alerts are displayed at the top of the applicant Activity Feed
The alert is also displayed on the contact record, see step 3
The alert will stay in place until it is updated or cleared, see step 4

Image Modified

3. Applicant alert on contact record

The alert is also displayed on the contact record

Image Modified

Info
Alert links allow you to navigate to the associated applicant record

4. Edit/clear alert

From the applicant alert:

Right-click alert for options to Edit alert or Clear alert
- Edit alert
  Alert text window is displayed, update alert and close window
- Clear alert
  Prompt is displayed, click Yes to clear

Image Modified

Tip
Where configured, alert changes can be added to the Activity Feed, click here for more information: Add alert changes to Activity Feed - configuration option

Versions Compared

Old Version 3

New Version Current

Key

Related articles