Alerts (customer account)
Find this screen
Open: Sales Ledger > Sales Accounts > New Customer
Open: Sales Ledger > Sales Accounts > Amend Customer
- Use the Alerts tab to set up alert messages for the customer account.
How to
Add an alert
Open: Sales Ledger > Sales Accounts > New Customer
Open: Sales Ledger > Sales Accounts > Amend Customer
- Select the customer account.
- Move to the Alerts tab.
- Select Add New.
- Enter the Customer alert message that will be displayed for this alert.
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The alert is initially set as Active, which means it will be displayed immediately for this customer. If you don't want it to be displayed yet, disable Active.
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Select when the alert should be displayed:
- Enter/Amend Sales Order: Entering or amending all sales orders and repeat order templates.
- Enter/Amend Return: Entering or amending sales returns.
- Enter/Amend Quotation: Entering or amending quotations.
- Enter/Amend Pro Forma: Entering or amending pro forma invoices.
- Enter/Amend Invoice (Invoicing): Entering or amending invoices using the Invoicing module.
- Enter/Amend Credit Note (Invoicing): Entering or amending credit notes using the Invoicing module.
- Customer Price Enquiry: Viewing the Customer Price Enquiry, for Invoicing and Sales Orders.
- Enter/Amend bill (Project Accounting): Entering or amending a bill in Project Accounting.
Tip: To quickly select all or clear all options, select the checkbox in the column header.
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Select Save.
Stop displaying an alert
An alert will only be displayed for a customer account if it is set as Active.
Tip: You can quickly see which alerts are active by checking the Active column in the Alerts list.
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To temporarily stop showing an alert, select the alert and select Amend, then disable Active.
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If you want to remove the alert altogether, select
Delete in the alerts list.The alert will be removed when you save the customer.
Change when to show alerts
You can choose to display the alert for particular activities, for example when entering an invoice or sales order.
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To change when an alert is displayed, select the alert and select Amend, then choose when to display the alert.
Tip: To quickly select all or clear all options, select the checkbox in the column header.
View alerts
Alerts are displayed as soon as you select that customer account, or open a document for that customer, for example when entering a sales order.
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To view the alert messages again, select the
Alerts button.
Check if a customer account has alerts
When you view a customer account, an * (asterisk) is displayed on the Alerts tab if there are active alerts for this customer.
Open: Sales Ledger > Sales Enquiries > View Customer
Useful info
About customer alerts
You can set up alerts on a customer account, to show messages whenever you deal with that customer. For example, if a customer has specific requirements, you can set up a reminder message that will be displayed whenever you enter an order for that customer.
Alerts are displayed when you select the customer account, and you can choose when to show the alert. For example, you can show alerts when entering invoices or credit notes, sales orders and returns, quotations and pro forma invoices, and for customer price enquiries.
Alerts are specific to an individual customer, and you can set up multiple alerts for each customer.