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Clients & Profits X Online User Guide |
Client Alerts are customizable, on-line warnings that appear when you add jobs, billings, or payments for a client
They’re optional, and can be changed anytime.
These alerts don’t stop anyone from working with this client;
instead, they simply warn the user regarding something about
this client. For example, the job alert can inform users to use
a certain status code, markup, or spec sheet. Or, the billing
alert can remind users how to compose an invoice.
1 From the Client window, find the client you wish to edit.
2 Click on the alerts button.
3 Make your changes.
4 Click Save.
Client alerts. Alerts are unique to each client. They can be setup to prompt the user when adding a new job, A/R invoice, or client payment. Remember, alerts only warn the user, it doesn’t stop them from adding the job, invoice, or client payment. |
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In find client I entered the client I would like to set up an alert for. Maybe I am in the wrong window but I do not see an alerts button. Can you please tell me where to find this?
Hi Melanee. To add alerts for clients, choose My > My Clients and find the client you wish to add alerts for. Then choose Edit > Client Tools > Alerts to open the Client Alerts window.
For more information about client alerts:
/userguide/my/client_alerts.html
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