Dental Lab Customer & Production Management

Customer, Call and Case Alerts

Customer, Call and Case Alerts

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Customer, Call and Case Alerts

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Usage:    

Customer, Call and Case Alerts are created with the purpose of sending instant messages automatically when certain actions are performed. For example, one may set an alert to pop up every time a new case is entered, or when a specific case is invoiced. This form provides an easy way to create all different types of alerts.

 

Note: Case Alert can be set on other forms too:    

You can also create an alert while adding a call - see Add/Edit/View Calls for details.

Or create an alert for a specific case on the Cases form - see Add Case Alerts for details.

 

Navigation:   Customers > Customer & Case Alerts

V12 - Customer and Case Alerts

Customer and Case alert form

hmtoggle_arrow1How to set a new Alert:


hmtoggle_arrow1How an alert is displayed:


hmtoggle_arrow1How to Modify an Alert:

hmtoggle_arrow1How to Delete an Alert:

 

See also:

How to Create a Case

How to Invoice a Case

How to Create a Call