Alerts Menu

Alerts are used to notify users of a Note that has been added to case and other important information that may not be related to a specific case. To access Alerts, select the Alerts button from the Home Screen.

All of your Alerts will be displayed on this screen, sorted by Client Name. Alerts that have been created from a Case Note (see the Notes section for details) will include a blue hyperlink which can be used to access the case directly. Each Alert may be edited by clicking the Edit icon which is displayed next to each note.

To clear an Alert, select the corresponding checkbox and then click the Clear button. All Alerts can be selected at once by selecting the checkbox found in the column header. Enlarge picture

The

New button is used to create a new Alert.

The Alert checkbox can be selected for each user that will receive the Alert. Use the

Select All button to select all users and the

Clear All button to deselect all users.
The

Previous and

Next buttons are used to navigate from one Alert to the next.