Adding an Alert to a Constituent’s Record in CRM360
A Personify Alert is a simple note field that displays in
the header of the constituent’s record in CRM360 to warn users about a
situation that everyone should be aware of – for instance:
·
"We are in a lawsuit with this organization"
·
"Do not extend credit"
·
"Credit on file for $140"
Only one alert can be created per constituent and the system
does not keep a record of past alerts. This alert is not meant to be used as a
biography about the constituent. Consider using this alert as a quick
reference to the users about something he/she would not be able to gather from
the constituent's record.
Note: Use this option judiciously.
Any user who accesses the constituent's record will see the alert.
1.
To add an alert to a constituent’s record; Open the appropriate
constituent in CRM360. From the toolbar, click the alert icon.
2.
The Alert Message window displays.
3.
Enter the Alert Message up to 100 characters.
By default, the Active checkbox is selected. If users
want to save the alert but do NOT want to the alert to display in the header of
the constituent's record, uncheck this checkbox. For example, users may want
to deactivate an alert while users are investigating its validity.
Alternatively, click Delete to completely remove
the alert.
4.
Click Save
. The alert displays in red text in the header of the
constituent's record, as shown below. Please note that each time the alert is
updated the modifier's name and date of modification are appended to the alert
in parentheses.