Free help: USER GUIDE } BLOG } SYSTEM MANAGER NEWS

Contact Us

Home >  Clients & Profits X User Guide > My  > My Information Center

  Clients & Profits X Online User Guide

Search the user guide:


glossary
Contents
  • Currently 4.00/5
  • 1
  • 2
  • 3
  • 4
  • 5

Rating: 4.0/5
(1 vote cast)

  • Helpful?
  • 0 Yes
  • 0 No

Client Alerts are customizable, on-line warnings that appear when you add jobs, billings, or payments for a client

They’re optional, and can be changed anytime. These alerts don’t stop anyone from working with this client; instead, they simply warn the user regarding something about this client. For example, the job alert can inform users to use a certain status code, markup, or spec sheet. Or, the billing alert can remind users how to compose an invoice.

1 From the Client window, find the client you wish to edit.

2 Click on the alerts button.

3 Make your changes.

4 Click Save.

Client alerts. Alerts are unique to each client. They can be setup to prompt the user when adding a new job, A/R invoice, or client payment. Remember, alerts only warn the user, it doesn’t stop them from adding the job, invoice, or client payment.



Comments (2)

Sort by:  Most Recent  |  Oldest

In find client I entered the client I would like to set up an alert for. Maybe I am in the wrong window but I do not see an alerts button. Can you please tell me where to find this?

Melanee Brown Feb 12, 01:54 AM

Hi Melanee. To add alerts for clients, choose My > My Clients and find the client you wish to add alerts for. Then choose Edit > Client Tools > Alerts to open the Client Alerts window.

For more information about client alerts:
http://www.cnp-x.com/userguide/my/client_alerts.html

Phil Feb 16, 03:34 AM
For subscribers: VIDEOS } FAQs/TECH NOTES } COMMUNITY } LEARN } BUGS/WISH LIST } TIPS Most popular:
flag   © 2011 Clients & Profits Worldwide   we  l o v e  a d v e r t i s i n g