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Alerts are “banners” that appear at the top of every page within a Case’s profile. You can use Alerts to post important or “sticky-note” types of information.
Alerts can optionally be set to automatically appear and disappear on certain dates. They can also be set to appear indefinitely or until a User manually removes the alert. It is possible to have more than one alert per case.
Create a New Alert
To create a new Alert, use the following steps:
- Navigate to the Case Profile for the case that needs an Alert
- Click Case Actions to expand the list of actions
- Click Manage Alerts
- Fill out the fields on the Add Alert Update form:
- Alert Title - A brief summary of the alert that displays in bold at the top of the alert banner
- Alert Message - The content of the alert
- Color Scheme - Select the color to the alert banner
- Start Time - Enter the start date and time for when the banner should be displayed
- End Time - Enter the end date and time for when the banner should stop displaying
- Active: Choose whether the alert is currently active
- Click Continue
Edit an Existing Alert
To edit an existing Alert, use the following steps:
- Navigate to the Case Profile for the case that needs an Alert
- Click Case Actions to expand the list of actions
- Click Manage Alerts
- Click the Red X next to an existing alert to delete it
- Confirm your intent to delete by clicking Yes, Continue
Delete an Existing Alert
To delete an existing Alert, use the following steps:
- Navigate to the Case Profile for the case that needs an Alert
- Click Case Actions to expand the list of actions
- Click Manage Alerts
- Click the Red X next to an existing alert to delete it
- Confirm your intent to delete by clicking Yes, Continue
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