The Alerts screen displays a list of alerts for a particular broker. An alert is a popup message that will be displayed on screen when a particular client is accessed. Whether or not a user is able to see an alert depends on the criteria used to set it up.
| Expand |
|---|
| title | Opening the Alerts Screen - Click here to expand... |
|---|
| - From the CRM menu, select Alerts.
- From the sidebar, select CRM then Alerts.
- Press F6.
- Click the Alerts toolbar icon (
 ).
|
 Image Removed Image Added
| Expand |
|---|
| title | How to Add a New Alert - Click here to expand... |
|---|
| - Press the New button. The Alert dialog will be displayed.
- From the CRM menu, select New Alert.
- Press Ctrl + F6.
- Enter the alert details
- Click the OK button.
|
|