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

Set an Alert form is opened

2.Once this form is open, there are several types of alerts that can be set:

➢ 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..

➢ On Shipment (Shipping Manager) - Customer Shipment Alert allows you to create an Alert for a Customer or a Case.

➢ On Calls (Add & Edit) - This will display an alert when users add or edit a call for that customer record.

➢ On Accounting Page - Alert will display when payments are processed.

➢ On Customer Access - Alert will display when customer form is opened.

➢ For Custom Messages (i.e Work Order Alert) - The message will display on the Work Order form. Please confirm with MTSI if your Work Order form does include this alert message. This may require custom development.

Please Note: You may check more than one option to set alert.

3.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 for all cases that meet the Alert When settings until the alert gets expired. If a Case number is entered in the Case # field then the Alert will display only when the selected case is modified.

4.Allow users to Expire this Alert - if left unchecked then user cannot manually expire this alert. Alert will automatically expire on the date that is set, or will not expire if no date is entered.

5.Set the alert expiration date by selecting a future date in the This Alert Expires on field. Or you can expire an existing alert by checking the This Alert is Expired option.

6.Enter any text in the Message box.

Please Note: In the Message box, Alert Common Notes may be used to select from the most frequently used comments. The list of common notes are found under File > Global Settings > Global > Miscellaneous > Common Notes option.

7.Click to create the alert.

If there are any active alerts for the operation that are performed then these alerts will display on the Customer and Case Alerts form.

The Case Alerts form will display all alerts that are set for the operation that is performed. Each alert will display information about which user entered the alert, the date the alert was created, the expiration date and the text message that was entered.

This form has following options:

➢ Customer Alerts - When adding a new case and the alerts pop up, users have the option to create a new alert based on the current alert. When the case is saved, a new alert is created and linked to the case.

Customer and Case Alerts form when case is added

➢ - Paste Notes to WO - if clicked then the Case Alert notes will be posted to the Workorder Notes.

➢ - Expire this Alert - this option will cancel the alert that is selected by deleting it from the Case Alerts form .

Please Note: The expired alert will no longer be active. It will still be displayed in the Customer & Case Alerts form, but as an expired alert.

Customer and Case Alerts form when invoicing

➢ - This option will simply close the Case Alert form.

Please note: If the Alert is set for when a case is invoiced, then an additional option is available:

➢ - Do not Invoice - This option will close the Case Alerts form and will NOT invoice the case. The Case form will stay open for any further editing.

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

2.Click on the 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.

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

2.Click on the button.

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