Customer Alerts

Alerts can be added to the Customer Information Form. The Alerts allow communication between departments, on the Customer Record. These alerts can be seen Invoice and Repair Order. This Alert is not private or public and is not printable.

1. Click the Flag Icon to add an Alert Message

  • Credit Limit Alert shows Credit Limit and Open Balance, along with an “As of” date / time.
  • Other Alert will indicate an Alert Security with a flag color, along with an Alert Message. This alert note does not show in print, it is not private or public, it only shows on this screen.
    • blue = information 
    • yellow = advisory
    • orange = warning
    • red = alert 




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Customer Alerts

Customer Association "Co-Customer"

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Merge Customer Records

Create Customer Prospecting Statuses

Using Customer Prospecting Statuses

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Update Customer's Address Zip Code, using the "plus-four code"

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Customer Follow-Up Reminders Set-up

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