Learn how to add custom Alert Text on Owner accounts to help Users immediately identify important issues to avoid mistakes and mishandling. It’s easy to do and can be added right from the Owner Account.
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Step 1. Use Find Account to locate the Owner account that needs the new Alert.
Step 2. On the Account Information Tab, click the Edit Account hyperlink.
Step 3. In the Alert Section type your Alert text in the Alert field.
Step 4. Click the Save button.
The next time the Account is viewed, the current Alert Text will be visible across the top of the page.
This is a quick way to add a custom Alert, but Alerts can also be connected to A/R Types. This can be helpful for the proper handling of various stages of collections. For example, if you do not want Users to speak to homeowners that have been referred to the attorney, you can add an Alert that automatically appears on an account when it reaches the “Attorney” stage of collections.
For more information on this type of Alert, CLICK HERE.