Edit a Notification

To change a notification message or send date/time ensure the notification is still pending and follow the steps below.


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


Step 2. Select Notifications from the Top Menu


Step 3. Select notification to be edited and click on the subject hyperlink.

List of notifications


Step 4. Check to see that the notification is still in a Pending status.

Pending Notifications


Step 5. Click Edit to load the edit window.


Step 6. Change the notification message or date.

Edit Notification record


Step 7. Click save to complete the process.

Saved changes to notification


Tip: If you edit a sent notification it will not be 
You will need to create a new notification.

Further information

For further information, refer to the following articles:

Updated on June 4, 2018

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