Add Alert to Case

1.On the Cases form select the case for which you want to add the new alert  

2.Click on Options > Add New Call

3.Case Number is populated.

4.Enter Alert When. You can select one or both of the following options:

• On case Entry/Edit - This alert will display each time a case is created or modified

• On Invoicing - This alert will display when the selected case is invoiced

5.Set Alert Expiration by selecting a date in Expires On field

6.Choose whether to Allow user to Expire this alert or not.

7.You can also Expire manually an alert if it is no longer needed by checking This Alert is Expired option.

8. Enter any Text in the Alert Notes box.

9. Click Save Alert to create the alert.