Step by Step:

Use alerts to notify other employees about something specific on a customer account.  Alerts pop up whenever this customer's account is accessed or immediately prior to making a payment. 

 - Examples of alerts might be "COD" or "Do Not Work For." 

 - An alert is used primarily for informational purposes and can be deleted when no longer needed.

Step 1: Go to Customer > Open a customer > Open the More Options tab > Open the Alerts sub-tab.

Step 2: Click Add.

Step 3: Enter the text for the Alert.

Step 4: Select the Effective Dates. The Alert will no longer appear once the through date has passed.

Step 5: Click OK to save.