Home > Alerts Menu

 Alerts Menu

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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.






 

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