Introduction
This page will help you create customer notificationsalerts.
User Permissions
The specific user permission needs to be enabled to allow users to ‘edit customer notifications’
Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update
How to find the system setting
Navigate to the Customers page in the Address book.
Home > Address Book > Customers (Individuals)
How to set up a notification
Select ‘edit' on which customer you would like to set up notifications for, and navigate to the bottom of the page where it will give you the choice to 'create notification’alert’
When this appears, you can type what you want the notification to be.
Then type in a expiry date for the notification to stop.
Once you are happy with this, Click ‘save’ at the bottom.
Everytime you then go on to that customer, the notification ill appear until the expiry date.
