Setting Alerts for Activities

You may add an activity to a constituent's timeline that you want to be alerted to when you or a colleague next retrieves the constituent's record, for example the constituent might have made a compliant you want people to be aware of.

Add the activity to the timeline in the normal way and set the 'Show as Alert' switch to Yes.

When the constituent's record is retrieved the presence of an alert will be shown by an orange speech bubble at the top of the constituent's record (as shown below) - if you place the mouse over the speech bubble a summary of the 'alerted' activities will be shown. 

 

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