Creating an alert
Click on the "contacts" tab.
Choose the desired client.
Go to the "Reports" tab.
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:
Select a data for which to be alerted.
Pick the alert settings.
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
To see how to create custom data, click here.
To see the rest of our online help, click here.