Defining the Customer Alert

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.