Alert Code

An Alert can be set up to alert for special account notations, such as cash only or late-paying customer.  Once these alerts are set up in Setup System, you can select the appropriate Alert Code on the Account screen.

New Alert

• Select Setup System on the main menu..
• Select the Defaults tab.
• To the right of the alert box, click New
• Type the code (can be up to 20 characters).
• Select alert color.
• Select Pop up if you want to alert to pop up when you enter the account screen.
  
• Click OK.
• Click Save.

Edit Alert

• Select Setup System on the main menu..
• Select the Defaults tab.
• To the right of the alert box, click Edit
• Type the code (can be up to 20 characters).
• Select alert color.
• Click OK.
• Click Save.

Delete Alert

• Select Setup System on the main menu..
• Select the Defaults tab.
• Highlight the code.
• Click Delete.
• “Do you want to delete code?” Click Yes or No.

Add Alert to Account

• Select the Account tab on the main menu..
• Double click on an account name.
• Use the pull down to select the alert.