Good afternoon,
We actually use the alerts on our customer accounts. The question I have - is it possible to add an alert but only have it show up when someone is processing invoices rather than every time some one accesses the customers account?

Jobette Fryer

Hi Jobette,

If you are running a reasonably recent release of Adagio Receivables (and compatible Order Entry), then yes you can specify which functions will trigger an alert. Edit the customer and go to the Notes/Alerts tab. If at the bottom, you see a checkbox 'Enable alerts', and a grid below it with columns 'Alert Description' and 'Function list', then you are running a version of Receivables that supports this. You can double-click on this Alerts grid in order to edit the existing alert, or create a new one - you are allowed to store multiple alerts for each customers, which may appear with different functions.

To see this work, you could watch a short video about how to use Customer Alerts.

That was so EASY. Shame on me. Thank you for resolving my Alert situation.

Jobette