Customer Alerts

A Customer Alert message may be displayed when you access the customer account. Alerts are designed to draw attention to something important about the account. If there is an alert message defined for a customer, the following message window opens when the customer record is accessed:

Note

Alerts can be defined only by users who have the following permission turned on: Application > CostGuardClient > CustomerManagement > Customers > Alerts.

To define a customer alert:

1. Select Actions > Customer Alerts from the Customer Account task bar. This displays the Edit Customer Alert window.

   Note

   This menu item is only visible if you have the Alerts permission turned on.

2. Enter new text or edit any existing message, then click Save.

   Note

   Alerts can be removed only by users who have the following permission turned on: Application > CostGuardClient > CustomerManagement > Customers > Alerts.

   To remove an alert:

3. Select the Remove alert from customer check box, then click Save.

   OR

   Blank out the existing text message, then click Save.