Creating an alert

  1. Go to a client's file or to a group;

  2. Go to the "Reports" tab;

  3. 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. Choose a data for which to be alerted;

  2. Choose the alert settings;

  3. Enter the title and Confirm.


Example:

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

To do this

  • Choose the item "Motivation level";

  • Then in the settings section, choose the “ < ” ;

  • Then choose “What: A fixed value ”;

  • From: "5";

  • ⚠️ Select the blank in the right hand zone;

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

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