Create a Notification

Before creating a notification ensure the client you wish to notify has email or mobile phone information configured.


Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2. Search for the required client


Step 3. Select the client detail record


Step 4. Check to see if you have an email address and/or mobile phone number recorded for the client. Edit client details if required.


Step 5. Scroll down to the Notifications subpanel.

Notification Sub-panel


Step 6. Click on the create button to open and create a new notification

Create New Notification


Step 7. Fill in the required fields. Note that you can select a variety of reminder time frames or specific dates.

The “Assigned to” field is the worker who is responsible for the notification or client.


Reminder of meeting


Step 8. Click Save.

The notification will now display in the client notification list.

List of notifications


Tip: SMS notifications are optional and may not be 
enabled for your database

Further information

For further information, refer to the following articles:

Updated on June 4, 2018

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