Alerts are a useful way of notifying colleagues about important information relating to Clients or Matters.
Alerts at Client level are added on the Search/ Marketing tab.
Click the Client Information icon on the Matter Centre toolbar and search for the Client.
Click the Search/ Marketing tab.
To create an Alert at Client level, tick the ‘Alert on Client’ box.
Enter the text that you want to appear into the Alert Message Text field and click Save at the top of the screen. The Alert will be displayed at the top of the Client screen and will be visible each time the record is opened.
Matter Alerts use the traffic light colours of Green, Amber and Red.
To add an Alert, click the Matter Information icon and search for the Client. Matter Alerts are added on the Matter Notes screen.
Enter the text that you want to appear in the Alert Message text field, select the Alert level and click Save.
If both a Client and Matter Alert are added to the same Client, the Matter Alert will appear above the Client Alert when the Matter is opened.