Add a property alert

1. Create property alert

Open the property record where the alert is to be added

From Activity Feed panel:

• Click and select Create property alert

  Open

  

• Enter alert text

  Open

  

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

• A prompt will be displayed - click Yes

2. View alert

• Alerts are displayed at the top of the property Activity Feed
  
  

  For lettings properties, the alert is also displayed on the property’s landlord record & works orders, see step 3
  
  

  The alert will stay in place until it is updated or cleared, see step 4

3. Property alert on landlord record & works orders

The alert is also displayed on:

• the property’s landlord record

• any works orders for the property

4. Edit/clear alert

From the property 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