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 “less than” symbol.
• 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".