Prospect Notifications

Notifications allow you to share important information about a record or a group of records with users. You can determine whether all users should receive a notification or only a targeted group of users. For example, you may want all users to receive a notification when they open the record of a board member.

Notifications appear on the information bar of a record.

You can also set notifications to appear on a separate screen when a record is accessed. The notification screen appears the first time a record is accessed during a session. If you leave the record and return within 60 minutes, the notification screen does not appear again. However, if you return after more than 60 minutes, the notification screen appears again.

You can create notifications for groups of records in Administration. You can also create notifications for a specific record from Supporting information section on the Biographical Information tab of the record's Wealth and Ratings screen.

Add Notifications to Prospect

Edit Notification on Prospect

Delete Notification on Prospect

 

 

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