Add Alerts to a Record

As you work with records, you may want to add an alert for yourself or another user. For example, if you wanted to be reminded of an important situation or condition regarding a particular record, create an alert that displays at the top of the record when accessed.

Tip: Alerts appear at the top of records until they are removed. You can have only one alert per record.

After you add an alert, you can edit or delete from a record's action bar.

1. From a record's action bar, select Add alert.

2. Enter an alert message, such as a reminder or special instructions.

3. Select Save.