Adding Alerts

What is an Alert for?

Alerts are used to quickly inform staff of important information. Perhaps a fund has exceeded its cash value, after adding an alert any user who opens the fund or tries to use the fund for a grant will receive a pop-up message with the cash value alert. Similarly, alerts can be added to constituent records with custom messages.

There are two ways to add an alert (or popup message) to a record. The first way is through the record itself and the second using the Admin tab. You will find instructions on both methods below.

*Note: The user must have the permission “Add Alert” under their assigned role (see below).

Option 1:

1. Open the record, this example uses a fund record.

2. Open the Info tab.

3. Click the blue hyperlink to Add Alert.

4. Set the record type to Fund, the action is Warning or Error.

5. Set the message you wish to see.

6. Save > Save and Close.

7. The Warning message will appear when this fund is used in a grant or when the fund record is opened.

Option 2:

1. Click Config > Alerts > Add Alert and set the message for a specific Record Type, Record and the Action Type (Warning, Error, No Action)

2. Save and Close.