How to create an alert

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".