Customer and Case Alerts

1.On the Customer & Case Alerts form click on the New Alert button.

Add New Alert form is opened

2.Add New Alert is opened.

3.Enter Alert When:

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

➢Check the On Case Entry/Edit option.

➢Select a Case by clicking on the icon next to the Case # field.

Please Note: Entering a Case number is not mandatory, however if the field is left blank then the Alert will display always when a new case is created or an existing case is updated until the alert is set to expire. If a Case number is entered in the Case # field then the Alert will display only when the selected case is modified.

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

5.Choose whether to Allow users to Expire this alert or not.

6.You can also manually Expire an alert if it is not needed anymore by checking This Alert is Expired option. Usually this option is made while alert is edited and not created.

7.Enter any Text in the Alert Notes box.

8.Click to create the alert.

This alert was set for Case Entry. When a new case was entered the following form pops up automatically. You may manually Expire this Alert or simply close to continue. If alert is not expired, it will be displayed also next time when a new case is entered.

Case Alert

1.On the Customer & Case Alerts form select the Alert you wish to update

2.Click on the Edit Alert button.

3.Modify any necessary fields

4.After making any changes click , the Set an Alert form will close and the record will be updated.

Note: You can modify the Alert Notes without opening for edit. Simply type the text in the text box on the right and click Save Alert Note button. If you want to cancel what you changed then click on Cancel Changes button

1.On the Customer & Case Alerts form select the Alert that you wish to delete.

2.Click on the Delete Alert button.

3.Select Yes when prompted for confirmation. The selected record will be deleted and will no longer display in grid.