The Alerts Tab contains sales and accounts alerts that have been set for the customer. The alerts will pop up when users goes into relevant sales or accounts screens.
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Alerts Tab Screen
Sales Alerts - Select to create an alert which will pop up on all relevant sales entry screens (eg. when entering a sales order in Sales Order Entry/Maintenance). Accounts Alerts - Select to create an alert which will pop up on all relevant accounts entry screens (eg. when entering customer receipts in Bank Deposit Entry). |
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Del Code - Leave blank for the alert to apply to all delivery codes or choose a specific delivery code and the alert will only apply for the chosen delivery code (only available for Sales Alerts). |
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Alert Text – Enter the text to be displayed on the Alert |
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Start Date - The date the alert is to start. Expires - The date the alert is to expire if it has an expiry date. Never Expire - If ticked the alert will never expire. |
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Colour – Select a colour for the alert text to be displayed in. |
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Add - Saves the alert Clear - Deletes the selected alert |
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Hide Expired Alerts – When this box is ticked expired alerts will not be displayed. Untick the box to display expired alerts. |
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Existing Alerts - Details for existing alerts for the selected alert type will be displayed. |