Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Alerts Tab

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From the Alert tab you can add, edit, or remove an Alert.

To add an alert, click UG template for Help and use the Add Alert dialog to enter the alert text and other information as needed.

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UG template for Help

You can optionally apply Start and End Dates to an alert so as not to display in the Customer Alert pop-up if it is not within the configured time frame. There is also a check box to specify public or internal viewing, and a filter to let you set other viewing preferences.

Notes:

  • The system keeps track of who creates alerts, journals, follow ups, and tickets, as well as when they were created.

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    UG template for Help

  • If there are any Follow Ups that need attention, they are displayed below the System Notifications section. Click the link to go to the Follow-Ups page.

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    UG template for Help