Creating an alert
Click on the “contacts” tab.
Choose the desired client.
Go to the “Reports” tab.
Click on the “+ Create”.
Select a data for which to be alerted.
Pick the alert settings.
Enter the title and “Create”.
Activate an alert
If you already have alerts created, they can be activated or deactivated. Here's how:
Go to the folder of the client or group for which you want to activate the alert.
Go to the “Reports” tab.
Click on “Create”.
Activate the desired alert.
⚠️ 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.