Adding a contact alert

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Adding an alert should be used to display important information against a specific record

This page outlines how to add an alert to the contact record - this then writes the alert across to any role associated to the contact (e.g. property, applicant, landlord, tenant)

1. Add an alert

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

In the Activity Feed section, click + and select Create contact alert
In the box displayed, enter your text - see 1a

1a. Adding the alert

Add the alert text
Click the cross (top right corner) to close the alert window
A prompt will be displayed
Click Yes

2. View an alert

Once saved, the alert is displayed at the top of the contact Activity Feed section
The alert will also be shown on any other role that the contact has, e.g. if they are a vendor, the alert will be displayed on their property record too

3. 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 + 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

Adding a contact alert

Related articles