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.

  1. Go to Customer > Open a customer > Open the More Options tab > Open the Alerts sub-tab.
  2. Click Add.
  3. Enter the text for the Alert.
  4. Select the Effective Dates.  The Alert will no longer appear once the through date has passed.
  5. Click OK to save.