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.

Adding a New Notice

Prev Next

To add a new notice:

  • Click the + (Add) button.

    (Show Picture)

    UG template for Help

    This displays the Create Notice dialog.

    (Show Picture)

    UG template for Help

  • Enter a Title.

  • Select a Priority (Standard, Low, High) from the drop down menu.

  • You may set a date range on an optional basis. This determines the time span during which the notice will be available for viewing in the portal.

  • You may specify that one specific sales associate get the notice, or make the notice available globally to all associates. The field defaults to Sales Associate with the text grayed out. This makes the notice globally available to all associates.

    To select a specific associate start to type the name (or any filtering text) in the Sales Associate field. The system will find all associates that partially match the text you entered. You can continue to refine the list by entering more text, or select an associate from the list.

    (Show Picture)

    UG template for Help

  • The Body field is a rich text editor. Enter the notice text and apply formatting as needed.

  • Click SAVE when you’re finished. This adds the notice to the list on the NOTICES tab, and posts the notice to the appropriate Sales Associate(s).