Alerts

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TFS User Guide - Table of Contents

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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.

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 ( ).

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.

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Alerts

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