Add a contact alert

1. Create contact alert

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

From Activity Feed panel:

• Click and select Create contact 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 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

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

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