Alerts

 Alerts allow an automatic pop pop-up to occur when selecting a specific customer, supplier, stock item and other sections within the system.

When creating the alert it will be in an active state

If you want to remove the alert, make the alert inactive or Cancel the alert

Alerts can be created across the system for various document types

SourceCRM TypesModule> areActivity> Alert Search

1.General Ledger

2.Customers

/Debtors

3.Suppliers

Creditors

4.Inventory

5.Job Costing

6.TrackIT

7.CRM / Webatar

 

 

 Setting up the alert

 

The alert can be setup for various documents below

8.Allocations

alerts user

Source /Type	Select the source type Foryou Customers are 1.Allcreating an alert for on the drop down selection
Doc Type	Select the document type you are creating an alert for on a drop down selection
Creditor/ Debtor	Select the creditor or customer types you 2.Customerare setups creating 3.Customeran Transactions alert 4.Quotation for 5.Saleson Order a 6.Invoice drop 7.Creditdown Note selection
Target TheUser	Select the user who must see this alert on the drop down selection. You can bealso forsend it to all users
Reference	Add alert search reference
Action on	Select when the alert must pop-up on the drop down selection
Name	Creditor or acustomer specificname
Active	The tick means that the alert is active and no tick means that the alert is anactive