Add Notification Screen

Screen Item

Description

Name

Enter an intuitive name for the notification, such as “Board Member Alert”.

Message

Enter the message text you want to display for this notification.

Valid until

If this notification will expire or is temporary, you can select a date after which the notification is no longer valid and will not display.

Display in notification window

Select this checkbox to have the notification appear in separate window that displays when a user first accesses the record, as well as in the information bar at the top of each record.

Display in Daily Sales

Select this checkbox to have the notification appear on the Daily Sales page when a patron with the matching criteria is entered.

Display this notification for the following records

Select the record type for the notification. You can add notifications to constituent records and event records. You can also specify a selection of records to use; only records in the selection would display the notification.

Display this notification to the following users

Specify the users who should receive the notification. If the notification is not for all users, you can specify a selection of users; only users in the selection will receive the notification.

 

 

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