Creating an alert

  1. Click on the "contacts" tab.

  2. Choose the desired client.

  3. Go to the "Reports" tab.

  4. In the top section, click on the " + ".

If you already have alerts created, they can be enabled or disabled. Otherwise, you can create one from here:

  1. Select a data for which to be alerted.

  2. Pick the alert settings.

  3. Enter the title and "Create".


⚠️ The alerts created will be available to all your clients. However, they will be inactive by default. You will therefore have to go to the client's file to activate it.


Example:

You can create an alert that will notify you when your client's motivation drops below 5/10.

To do this

  • Select the data "Motivation level".

  • Then in the parameters section, choose IS “ < ” symbol.

  • Then pick “Than: A fixed value ”.

  • Of: "5".

  • ⚠️ Select the blank in the right-hand zone.

  • Finally, enter a title for your alert and click on "Create".


Further information

Did this answer your question?