Viewing and Updating a Constituent's Alert

From the Constituent Alert screen, you can view an alert for the selected individual or company constituent. An alert is a simple note field that displays in the header of the constituent’s record to warn users about a situation that everyone should be aware of – for instance:

• "We are in a lawsuit with this organization"
• "Do not extend credit"
• "Credit on file for $140"
• "Lost phone – do not call mobile # until further notice"

Only one alert can be created per constituent and the system does not keep a record of past alerts. This alert is not meant to be used as a biography about the constituent. Consider using this alert as a quick reference to your users about something he/she would not be able to gather from the constituent's record.

Use this option judiciously. Any user who accesses the constituent's record will see the alert.

To access the Constituent Alert screen, select Constituent Alert from the Profile Info tab. Alternatively, if an alert currently displays in the header, click the pencil icon in the top, right corner to edit the alert. The Constituent Alert screen displays, as shown below. From this screen, you can add a new alert, edit an existing alert, and change whether or not the alert displays in the header using the "Show Alert Message" option.

If you want to delete the alert entirely, simply delete the alert text, set the Show Alert Message option to "No", and click Save.  

Adding a New Alert

If an alert has not yet been defined for a constituent, the New Constituent Alert link will display in the top, right corner of the screen.

To add a new alert:

1. Click the New Constituent Alert link in the top, right corner.
   The Add Constituent Alert screen displays, as shown below.
   
2. Enter the Alert Message.
3. If you want the alert to display at the top of the constituent's record, set the Show Alert Message option to "Yes".
4. Click Save.